RIA Intel›Advisers›California›MONTECITO WEALTH MANAGEMENT LLC

MONTECITO WEALTH MANAGEMENT LLC

Advisory

SANTA BARBARA, CA

Data as of Jan 7, 2026 · Source: SEC Form ADV

Rank in CA

#4,264

of 5,480 advisers by AUM

Average account

$115K

across 179 accounts

AUM per adviser

$10M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM

$21M

Discretionary %

0%

Clients

45

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$21M

Discretionary AUM$0

Non-Discretionary AUM$21M

Discretionary %0%

Total Clients45

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndSeptember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

45 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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STRONG FOUNDATION WEALTH MANAGEMENT LLC

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KEITH RUSSELL WHITING HOLT DBA HOLT INVESTMENT ADVISORS

MANHATTAN BEACH, CA

$21M

4LB INVESTMENTS, LLC

$21M

STACK ASSET MANAGEMENT INC.

SAN DIEGO, CA

$21M

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