RIA Intel›Advisers›California›MONTEREY PRIVATE WEALTH, INC.

MONTEREY PRIVATE WEALTH, INC.

Advisory

N·MONTEREY, CA

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$1.1B
1-Year AUM Growth
+9.3%
3-Year CAGR
+8.5%
Employees
8
Assets Under Management
Total AUM$1.1B
Discretionary AUM$1.0B
Non-Discretionary AUM$56M
Discretionary %94.9%
Total Clients640
Team
Total Employees8
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record58
First FilingNov 11, 2002
Latest FilingMar 31, 2025
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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