# Montello Wealth Management, INC.: new SEC registration, $108M AUM, Palm Beach Gardens, FL

**Score:** 40/100

| Field | Value |
|---|---|
| Firm | Montello Wealth Management, INC. |
| Legal name | Montello Wealth Management, INC. |
| CRD | 151058 |
| Status | Approved |
| Registered with the SEC | 2026-06-26 |
| Latest Form ADV filing | 2026-06-25 |
| Location | Palm Beach Gardens, FL, United States |
| Regulatory AUM | $108,420,000 |
| Accounts | 502 |
| Employees | 1 |

## Why this score
- $108M under management.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/151058). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.