MONTEREY PRIVATE WEALTH, INC.
CRD #114572 SEC #801-61605 MONTEREY, CA (831) 372-3426
SEC Registered
Total AUM
$1.1B
Discretionary
$1B
Employees
13
Clients
26
Accounts
1,985
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1B | $55.9M | 13 | 35 |
| Mar 2025 | $1.1B | $1B | $55.9M | 13 | 35 |
| Nov 2024 | $1B | $943.4M | $62.5M | 13 | 13 |
| Jun 2024 | $1B | $943.4M | $62.5M | 13 | 13 |
| Apr 2024 | $1B | $943.4M | $62.5M | 13 | 13 |
| Mar 2024 | $965.9M | $904.9M | $61M | 13 | 13 |
| Feb 2024 | $965.9M | $904.9M | $61M | 13 | 13 |
| Oct 2023 | $911.3M | $851.6M | $59.7M | 12 | 15 |
| Aug 2023 | $911.3M | $851.6M | $59.7M | 12 | 15 |
| Mar 2023 | $841.9M | $818.4M | $23.5M | 12 | 15 |
| Mar 2023 | $841.9M | $818.4M | $23.5M | 12 | 15 |
| Mar 2022 | $858.3M | $823.2M | $35.1M | 12 | 15 |
| Mar 2022 | $858.3M | $823.2M | $35.1M | 12 | 15 |
| Aug 2021 | $699.8M | $671.9M | $27.9M | 12 | 10 |
| Feb 2021 | $699.8M | $671.9M | $27.9M | 12 | 10 |
| Feb 2021 | $699.8M | $671.9M | $27.9M | 12 | 10 |
| Nov 2020 | $621.5M | $568.6M | $53M | 13 | 0 |
| Oct 2020 | $621.5M | $568.6M | $53M | 13 | 0 |
| Aug 2020 | $621.5M | $568.6M | $53M | 13 | 0 |
| Jun 2020 | $621.5M | $568.6M | $53M | 13 | 0 |
| Mar 2020 | $621.5M | $568.6M | $53M | 13 | 0 |
| Feb 2020 | $516M | $478.4M | $37.6M | 13 | 0 |
| Nov 2019 | $516M | $478.4M | $37.6M | 13 | 0 |
| Nov 2019 | $516M | $478.4M | $37.6M | 13 | 0 |
| Nov 2019 | $516M | $478.4M | $37.6M | 13 | 0 |
| Mar 2019 | $516M | $478.4M | $37.6M | 13 | 0 |
| Nov 2018 | $500.9M | $469.5M | $31.4M | 12 | 7 |
| Mar 2018 | $479.8M | $442.1M | $37.7M | 10 | 7 |
| Jan 2018 | $408.1M | $380.2M | $27.9M | 11 | 9 |
| Aug 2017 | $408.1M | $380.2M | $27.9M | 11 | 500 |
| May 2017 | $408.1M | $380.2M | $27.9M | 11 | 500 |
| May 2017 | $408.1M | $380.2M | $27.9M | 11 | 500 |
| Feb 2017 | $386.5M | $359.9M | $26.6M | 11 | 500 |
| Jul 2016 | $366.4M | $340.8M | $25.6M | 11 | 200 |
| Feb 2016 | $443.9M | $323M | $120.9M | 12 | 200 |
| Jul 2015 | $333.7M | $298.9M | $34.7M | 9 | 300 |
| Mar 2015 | $333.7M | $298.9M | $34.7M | 9 | 300 |
| Mar 2014 | $300.4M | $274.4M | $26.1M | 9 | 300 |
| Jan 2014 | $266.6M | $221.9M | $44.6M | 8 | 300 |
| Jan 2014 | $266.6M | $221.9M | $44.6M | 8 | 300 |
| Jun 2013 | $266.6M | $221.9M | $44.6M | 8 | 300 |
| Mar 2013 | $241M | $200.6M | $40.4M | 8 | 300 |
| Jan 2013 | $217M | $173.7M | $43.3M | 5 | 300 |
| Mar 2012 | $217M | $173.7M | $43.3M | 6 | 300 |
| Jan 2011 | $78.2M | $71.1M | $7.1M | 5 | -- |
| Apr 2009 | $49.9M | $40.9M | $8.9M | 5 | -- |
| Mar 2008 | $66.9M | $66.9M | $0 | 5 | -- |
| Dec 2007 | $54.5M | $54.5M | $0 | 5 | -- |
| Mar 2007 | $54.5M | $54.5M | $0 | 5 | -- |
| Mar 2006 | $43.9M | $43.9M | $0 | 5 | -- |
| Mar 2004 | $33.3M | $33M | $275.2K | 5 | -- |
| Mar 2004 | $33.3M | $33M | $275.2K | 5 | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55.9M
Employees13
Clients35
DateMar 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55.9M
Employees13
Clients35
DateNov 2024
Total AUM$1B
Discretionary$943.4M
Non-Disc.$62.5M
Employees13
Clients13
DateJun 2024
Total AUM$1B
Discretionary$943.4M
Non-Disc.$62.5M
Employees13
Clients13
DateApr 2024
Total AUM$1B
Discretionary$943.4M
Non-Disc.$62.5M
Employees13
Clients13
DateMar 2024
Total AUM$965.9M
Discretionary$904.9M
Non-Disc.$61M
Employees13
Clients13
DateFeb 2024
Total AUM$965.9M
Discretionary$904.9M
Non-Disc.$61M
Employees13
Clients13
DateOct 2023
Total AUM$911.3M
Discretionary$851.6M
Non-Disc.$59.7M
Employees12
Clients15
DateAug 2023
Total AUM$911.3M
Discretionary$851.6M
Non-Disc.$59.7M
Employees12
Clients15
DateMar 2023
Total AUM$841.9M
Discretionary$818.4M
Non-Disc.$23.5M
Employees12
Clients15
DateMar 2023
Total AUM$841.9M
Discretionary$818.4M
Non-Disc.$23.5M
Employees12
Clients15
DateMar 2022
Total AUM$858.3M
Discretionary$823.2M
Non-Disc.$35.1M
Employees12
Clients15
DateMar 2022
Total AUM$858.3M
Discretionary$823.2M
Non-Disc.$35.1M
Employees12
Clients15
DateAug 2021
Total AUM$699.8M
Discretionary$671.9M
Non-Disc.$27.9M
Employees12
Clients10
DateFeb 2021
Total AUM$699.8M
Discretionary$671.9M
Non-Disc.$27.9M
Employees12
Clients10
DateFeb 2021
Total AUM$699.8M
Discretionary$671.9M
Non-Disc.$27.9M
Employees12
Clients10
DateNov 2020
Total AUM$621.5M
Discretionary$568.6M
Non-Disc.$53M
Employees13
Clients0
DateOct 2020
Total AUM$621.5M
Discretionary$568.6M
Non-Disc.$53M
Employees13
Clients0
DateAug 2020
Total AUM$621.5M
Discretionary$568.6M
Non-Disc.$53M
Employees13
Clients0
DateJun 2020
Total AUM$621.5M
Discretionary$568.6M
Non-Disc.$53M
Employees13
Clients0
DateMar 2020
Total AUM$621.5M
Discretionary$568.6M
Non-Disc.$53M
Employees13
Clients0
DateFeb 2020
Total AUM$516M
Discretionary$478.4M
Non-Disc.$37.6M
Employees13
Clients0
DateNov 2019
Total AUM$516M
Discretionary$478.4M
Non-Disc.$37.6M
Employees13
Clients0
DateNov 2019
Total AUM$516M
Discretionary$478.4M
Non-Disc.$37.6M
Employees13
Clients0
DateNov 2019
Total AUM$516M
Discretionary$478.4M
Non-Disc.$37.6M
Employees13
Clients0
DateMar 2019
Total AUM$516M
Discretionary$478.4M
Non-Disc.$37.6M
Employees13
Clients0
DateNov 2018
Total AUM$500.9M
Discretionary$469.5M
Non-Disc.$31.4M
Employees12
Clients7
DateMar 2018
Total AUM$479.8M
Discretionary$442.1M
Non-Disc.$37.7M
Employees10
Clients7
DateJan 2018
Total AUM$408.1M
Discretionary$380.2M
Non-Disc.$27.9M
Employees11
Clients9
DateAug 2017
Total AUM$408.1M
Discretionary$380.2M
Non-Disc.$27.9M
Employees11
Clients500
DateMay 2017
Total AUM$408.1M
Discretionary$380.2M
Non-Disc.$27.9M
Employees11
Clients500
DateMay 2017
Total AUM$408.1M
Discretionary$380.2M
Non-Disc.$27.9M
Employees11
Clients500
DateFeb 2017
Total AUM$386.5M
Discretionary$359.9M
Non-Disc.$26.6M
Employees11
Clients500
DateJul 2016
Total AUM$366.4M
Discretionary$340.8M
Non-Disc.$25.6M
Employees11
Clients200
DateFeb 2016
Total AUM$443.9M
Discretionary$323M
Non-Disc.$120.9M
Employees12
Clients200
DateJul 2015
Total AUM$333.7M
Discretionary$298.9M
Non-Disc.$34.7M
Employees9
Clients300
DateMar 2015
Total AUM$333.7M
Discretionary$298.9M
Non-Disc.$34.7M
Employees9
Clients300
DateMar 2014
Total AUM$300.4M
Discretionary$274.4M
Non-Disc.$26.1M
Employees9
Clients300
DateJan 2014
Total AUM$266.6M
Discretionary$221.9M
Non-Disc.$44.6M
Employees8
Clients300
DateJan 2014
Total AUM$266.6M
Discretionary$221.9M
Non-Disc.$44.6M
Employees8
Clients300
DateJun 2013
Total AUM$266.6M
Discretionary$221.9M
Non-Disc.$44.6M
Employees8
Clients300
DateMar 2013
Total AUM$241M
Discretionary$200.6M
Non-Disc.$40.4M
Employees8
Clients300
DateJan 2013
Total AUM$217M
Discretionary$173.7M
Non-Disc.$43.3M
Employees5
Clients300
DateMar 2012
Total AUM$217M
Discretionary$173.7M
Non-Disc.$43.3M
Employees6
Clients300
DateJan 2011
Total AUM$78.2M
Discretionary$71.1M
Non-Disc.$7.1M
Employees5
Clients--
DateApr 2009
Total AUM$49.9M
Discretionary$40.9M
Non-Disc.$8.9M
Employees5
Clients--
DateMar 2008
Total AUM$66.9M
Discretionary$66.9M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$43.9M
Discretionary$43.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$33.3M
Discretionary$33M
Non-Disc.$275.2K
Employees5
Clients--
DateMar 2004
Total AUM$33.3M
Discretionary$33M
Non-Disc.$275.2K
Employees5
Clients--