Monterey Wealth
Monterey Wealth is an SEC-registered wealth manager in Atlanta, GA with $300.1M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Monterey Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172577, SEC 801-118647, data through 2026-01-26.
- AUM (assets under management / regulatory AUM)
- $300.1M (2026-01-26)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 3
- Clients
- 157
- CRD
- 172577
- Ownership
- COHEN, JAY, WILLIAM; DUNCAN, DAVID, E; MONTEREY FINANCIAL PARTNERS, INC.; DUNCAN FINANCIAL PARTNERS, INC.
How much AUM does Monterey Wealth have?
Monterey Wealth reported $300.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-26).
Who owns Monterey Wealth?
Disclosed owners and executives of Monterey Wealth include COHEN, JAY, WILLIAM, DUNCAN, DAVID, E, MONTEREY FINANCIAL PARTNERS, INC., DUNCAN FINANCIAL PARTNERS, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.