Palante Wealth Advisors, LLC: new SEC registration, $116M AUM, Pennington, NJ
Palante Wealth Advisors, LLC (Pennington, New Jersey): new SEC registration, $116M AUM, Pennington, NJ. Its amount of 116 is below the median of 134 (33rd percentile). Dated 222 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 116 · 33th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 33 related NJ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Palante Wealth Advisors, LLC |
| Legal name | Palante Wealth Advisors, LLC |
| CRD | 175298 |
| Status | Approved |
| Registered with the SEC | 2026-03-27 |
| Latest Form ADV filing | 2026-06-08 |
| Location | Pennington, NJ, United States |
| Regulatory AUM | $115,500,287 |
| Accounts | 335 |
| Employees | 5 |
| Website | HTTP://WWW.PALANTEWEALTH.com |
| amount percentile | 33th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (34 NJ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NJ first): Clear Wave Wealth Management, LLC · Sage Residential Management LLC · Tap Root Capital Management LP · West Horizon Capital · Certum Group · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Palante Wealth Advisors, LLC and 34 New Jersey peers
- New Jersey NewRiaPulse records like this one: 34
- Palante Wealth Advisors, LLC's amount: 33rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New Jersey peer: $6,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $116M under management.
- Website on file.
What is the NewRiaPulse record for Palante Wealth Advisors, LLC in Pennington, New Jersey?
Palante Wealth Advisors, LLC received SEC registration as an investment adviser (2026-03-27) with $115,500,287 in regulatory assets under management, based in Pennington, NJ.
How does Palante Wealth Advisors, LLC compare to other New Jersey NewRiaPulse records?
Its amount of 116 is below the median (33th percentile); smaller records often move faster and face less competition. It is 222 days old; check the official source for later updates before acting.
Palante Wealth Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Palante Wealth Advisors, LLC | Pennington, NJ | 116 | 33rd | 2026-03-27 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in New Jersey NewRiaPulse: Approved
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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.