SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Monterey Wealth
Atlanta, GA
Monterey Wealth Partners LLC, CRD 172577
Firm filing updated August 28, 2026 ·
- $300.1MAssets
- 3Advisory staff
- 340Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals87
- Pension and profit sharing plans36
- High net worth individuals34
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 87 | $25.7 million |
| High net worth individuals | 34 | $103.6 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 36 | $170.3 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $500,000 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Assets and accounts
- Regulatory assets$300.1 million
- Accounts340
- Discretionary$137.6 million · 294 accounts
- Non-discretionary$162.5 million · 46 accounts
People
- Employees3
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients0
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Monterey Wealth Partners LLC SEC-registered investment advisor. CRD 172577, SEC file 801-118647.
- Registered with the SEC as an investment advisor (status date on record: May 1, 2020).
Is Monterey Wealth a fiduciary?
Short answer: Monterey Wealth is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.