# Palante Wealth Advisors, LLC

> Palante Wealth Advisors, LLC is an SEC-registered investment advisory firm in Pennington, NJ, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 175298
- Filed as: PALANTE WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pennington, NJ
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175298
- AdvisorCensus page: https://advisorcensus.com/firm/palante-wealth-advisors-llc-pennington-nj-175298

## Quick answers

**How is Palante Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Palante Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Palante Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated April 27, 2026 states: Up to $2,000,000: 1.25% a year; $2,000,001 to $4,000,000: 1% a year; $4,000,001 to $7,500,000: 0.75% a year; $7,500,001 to $10,000,000: 0.7% a year; Above $10,000,001: 0.67% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Palante Wealth Advisors, LLC located?**
Palante Wealth Advisors, LLC's principal office is in Pennington, NJ, according to its Form ADV.

**Is Palante Wealth Advisors, LLC registered with the SEC or a state?**
Palante Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 175298.

**How much does Palante Wealth Advisors, LLC manage?**
Palante Wealth Advisors, LLC reports $115,500,287 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (100% discretionary).

**What types of clients does Palante Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (34).

**Which custodians does Palante Wealth Advisors, LLC use?**
Palante Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Palante Wealth Advisors, LLC report any disciplinary disclosures?**
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/175298

**Does Palante Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 27, 2026 says: "Our firm does not have a minimum account size requirement."

**What changed in Palante Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026)

- Up to $2,000,000: 1.25% a year
- $2,000,001 to $4,000,000: 1% a year
- $4,000,001 to $7,500,000: 0.75% a year
- $7,500,001 to $10,000,000: 0.7% a year
- Above $10,000,001: 0.67% a year

> Assets Under Management Annual Fee $0-$2,000,000 1.25% $2,000,001-$4,000,000 1.00% $4,000,001-$7,500,000 0.75% $7,500,001-$10,000,000 0.70% Over $10,000,000 0.67%

- Account minimum: None

> Our firm does not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $115,500,287
- Discretionary: $115,500,287
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $26,591,493 |
| High net worth individuals | 34 | $88,908,794 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [palantewealth.com](https://palantewealth.com)
- [youtube/medinaretirementplanning](https://youtube/medinaretirementplanning)
- Facebook @palantewealth
- Instagram @palantewealth
- LinkedIn @palante-wealth-advisors

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palante Wealth Advisors, LLC (CRD 175298): Form ADV filing data as of October 2026.