Palante Wealth Advisors, LLC
Palante Wealth Advisors, LLC is an SEC-registered wealth manager in Pennington, NJ with $115.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Palante Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175298, SEC 801-135678, data through 2026-06-08.
- AUM (assets under management / regulatory AUM)
- $115.5M (2026-06-08)
- Firm type
- Wealth Manager
- Location
- Pennington, NJ
- Employees
- 5
- Clients
- 102
- CRD
- 175298
- Ownership
- MEDINA, VICTOR, JUAN
How much AUM does Palante Wealth Advisors, LLC have?
Palante Wealth Advisors, LLC reported $115.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-08).
Who owns Palante Wealth Advisors, LLC?
Disclosed owners and executives of Palante Wealth Advisors, LLC include MEDINA, VICTOR, JUAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.