MONTEREY WEALTH PARTNERS LLC
Legal name: MONTEREY WEALTH
CRD #172577 SEC #801-118647 ATLANTA, GA 404-201-2284
SEC Registered
Total AUM
$237.8M
Discretionary
$108.5M
Employees
3
Clients
10
Accounts
337
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $237.8M | $108.5M | $129.3M | 3 | 0 |
| Oct 2024 | $277.9M | $101.3M | $176.6M | 3 | 0 |
| Jan 2024 | $277.9M | $101.3M | $176.6M | 3 | 0 |
| Feb 2023 | $233.5M | $77.2M | $156.3M | 3 | 0 |
| Jan 2023 | $184.2M | $41.9M | $142.3M | 2 | 0 |
| Dec 2022 | $184.2M | $41.9M | $142.3M | 2 | 0 |
| Nov 2022 | $184.2M | $41.9M | $142.3M | 2 | 0 |
| May 2022 | $184.2M | $41.9M | $142.3M | 2 | 0 |
| Mar 2022 | $184.2M | $41.9M | $142.3M | 2 | 0 |
| Apr 2021 | $204M | $36.6M | $167.4M | 2 | 0 |
| Mar 2021 | $204M | $36.6M | $167.4M | 2 | 0 |
| Oct 2020 | $170.8M | $18.5M | $152.3M | 2 | 0 |
| Sep 2020 | $170.8M | $18.5M | $152.3M | 2 | 0 |
| Jun 2020 | $0 | $0 | $0 | 2 | 0 |
| Apr 2020 | $0 | $0 | $0 | 2 | 0 |
| Apr 2020 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$237.8M
Discretionary$108.5M
Non-Disc.$129.3M
Employees3
Clients0
DateOct 2024
Total AUM$277.9M
Discretionary$101.3M
Non-Disc.$176.6M
Employees3
Clients0
DateJan 2024
Total AUM$277.9M
Discretionary$101.3M
Non-Disc.$176.6M
Employees3
Clients0
DateFeb 2023
Total AUM$233.5M
Discretionary$77.2M
Non-Disc.$156.3M
Employees3
Clients0
DateJan 2023
Total AUM$184.2M
Discretionary$41.9M
Non-Disc.$142.3M
Employees2
Clients0
DateDec 2022
Total AUM$184.2M
Discretionary$41.9M
Non-Disc.$142.3M
Employees2
Clients0
DateNov 2022
Total AUM$184.2M
Discretionary$41.9M
Non-Disc.$142.3M
Employees2
Clients0
DateMay 2022
Total AUM$184.2M
Discretionary$41.9M
Non-Disc.$142.3M
Employees2
Clients0
DateMar 2022
Total AUM$184.2M
Discretionary$41.9M
Non-Disc.$142.3M
Employees2
Clients0
DateApr 2021
Total AUM$204M
Discretionary$36.6M
Non-Disc.$167.4M
Employees2
Clients0
DateMar 2021
Total AUM$204M
Discretionary$36.6M
Non-Disc.$167.4M
Employees2
Clients0
DateOct 2020
Total AUM$170.8M
Discretionary$18.5M
Non-Disc.$152.3M
Employees2
Clients0
DateSep 2020
Total AUM$170.8M
Discretionary$18.5M
Non-Disc.$152.3M
Employees2
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0