Montello Wealth Management, Inc.
Montello Wealth Management, Inc. is an SEC-registered mass-market adviser with $108.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Montello Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151058, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $108.4M (2026-06-25)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 502
- CRD
- 151058
- Ownership
- MONTELLO, LAURENCE; MONTELLO, LAURENCE, NMN
How much AUM does Montello Wealth Management, Inc. have?
Montello Wealth Management, Inc. reported $108.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Montello Wealth Management, Inc.?
Disclosed owners and executives of Montello Wealth Management, Inc. include MONTELLO, LAURENCE, MONTELLO, LAURENCE, NMN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.