{
  "crd_number": 172577,
  "slug": "monterey-wealth-atlanta-ga-172577",
  "primary_business_name": "MONTEREY WEALTH",
  "legal_name": "MONTEREY WEALTH PARTNERS LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-05-01",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-08-28",
  "carried_forward": false,
  "raum_total": 300100000.0,
  "raum_discretionary": 137600000.0,
  "raum_non_discretionary": 162500000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 25700000.0,
      "count": 87
    },
    "pension_profit_sharing": {
      "raum": 170300000.0,
      "count": 36
    },
    "high_net_worth_individuals": {
      "raum": 103600000.0,
      "count": 34
    },
    "corporations_other_businesses": {
      "raum": 500000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "KY",
    "LA",
    "MO",
    "OH"
  ],
  "websites": [
    "https://linkedin.com/in/bob-kwatnez-35b6744",
    "https://linkedin.com/in/david-duncan-cfp%C2%AE-ba576034",
    "https://linkedin.com/in/jaywcohen",
    "https://linkedin.com/in/toby-cramer",
    "https://linkedin.com/in/tyler-henderson-cfp%C2%AE-411650a",
    "https://montereywealth.com",
    "https://stacksofcash.buzzsprout.com",
    "https://twitter.com/MONTEREYWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172577",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/monterey-wealth-atlanta-ga-172577",
  "display_name": "Monterey Wealth",
  "summary": "Monterey Wealth is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.",
  "citation": "AdvisorCensus. Monterey Wealth (CRD 172577): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Monterey Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Monterey Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Monterey Wealth charge?",
      "a": "Its Form ADV Part 2A brochure dated August 28, 2026 states: Hourly rate: $400 to $600 an hour (Financial planning services); Flat fee: $1,500 to $7,500 (longer-term consulting projects). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Monterey Wealth located?",
      "a": "Monterey Wealth's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Monterey Wealth registered with the SEC or a state?",
      "a": "Monterey Wealth is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 172577."
    },
    {
      "q": "How much does Monterey Wealth manage?",
      "a": "Monterey Wealth reports $300,100,000 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (46% discretionary)."
    },
    {
      "q": "How have Monterey Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Monterey Wealth: Regulatory assets under management: $204,010,994 in the October 2021 data and $300,100,000 in the October 2026 data, up 47%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Monterey Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); pension and profit sharing plans (but not the plan participants or government pension plans) (36); high net worth individuals (34)."
    },
    {
      "q": "Which custodians does Monterey Wealth use?",
      "a": "Monterey Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Empower Retirement as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Monterey Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172577"
    },
    {
      "q": "Does Monterey Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 28, 2026 says: \"There is no minimum account size to open and maintain an advisory account with Monterey Wealth.\""
    },
    {
      "q": "What changed in Monterey Wealth's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $237,800,000 to $300,100,000 (+26%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 204010994.0,
      "total_employees": 2,
      "filing_date": "2021-04-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 184200000.0,
      "total_employees": 2,
      "filing_date": "2022-05-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 233500000.0,
      "total_employees": 3,
      "filing_date": "2023-02-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 277900000.0,
      "total_employees": 3,
      "filing_date": "2024-01-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 237800000.0,
      "total_employees": 3,
      "filing_date": "2025-02-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 300100000.0,
      "total_employees": 3,
      "filing_date": "2026-08-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $237,800,000 to $300,100,000 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 28, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $400 to $600 an hour (Financial planning services)",
      "Flat fee: $1,500 to $7,500 (longer-term consulting projects)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size to open and maintain an advisory account with Monterey Wealth."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $400 to $600 an hour (Financial planning services)"
        ],
        "quotes": [
          "Hourly fees range from $400 - $600 per hour, depending on what is negotiated between Monterey Wealth and the client."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $7,500 (longer-term consulting projects)"
        ],
        "quotes": [
          "Fixed fees for longer-term consulting projects range from $1,500 to $7,500 per project."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 400.0,
          "max": 600.0,
          "period": "hour",
          "service": "Financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 7500.0,
          "period": "one_time",
          "service": "longer-term consulting projects"
        }
      ]
    },
    "quotes": [
      "There is no minimum account size to open and maintain an advisory account with Monterey Wealth.",
      "Hourly fees range from $400 - $600 per hour, depending on what is negotiated between Monterey Wealth and the client.",
      "Fixed fees for longer-term consulting projects range from $1,500 to $7,500 per project."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Empower Retirement",
      "name_as_filed": "EMPOWER RETIREMENT",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/monterey-wealth-atlanta-ga-172577.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 87,
      "fewer_than_5": false,
      "raum": 25700000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 34,
      "fewer_than_5": false,
      "raum": 103600000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 36,
      "fewer_than_5": false,
      "raum": 170300000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 500000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172577",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}