Investment adviser · CRD 172577
MONTEREY WEALTH
Investment adviser filing (IA)
MONTEREY WEALTH PARTNERS LLC
ATLANTA, GA, United States · Form ADV filed Aug 28, 2026
- Regulatory AUM
- $300M Form ADV · Item 5.F
- Client accounts
- 340 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 36 | $170,300,000 | 56.7% |
| High-net-worth individuals | 34 | $103,600,000 | 34.5% |
| Individuals | 87 | $25,700,000 | 8.6% |
| Corporations & businesses | Fewer than 5 | $500,000 | 0.2% |
Filing source
Form ADV 2129190 · Aug 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
200 ASHFORD CENTER NORTH, SUITE 220ATLANTA, GA, 30338, United States
CRD 172577
Filing source
Form ADV 2129190 · Aug 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.