Montello Wealth Management, Inc. is an adviser based in Jupiter. It manages $6 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Florida.
Montello Wealth Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Montello Wealth Management, Inc. is $6 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Montello Wealth Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Montello Wealth Management, Inc. performs its advisory services is located at 1475 Scilly Cay Lane, Jupiter, FL 33458, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-222-3305 or by fax 928-492-9589. The normal business hours are by appointment only on Monday - Friday.