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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 17, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COHEN, JAY, WILLIAM | I | PRESIDENT | NA | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT | NA | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT | NA | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT | NA | Control |
| DUNCAN, DAVID, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNCAN, DAVID, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNCAN, DAVID, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNCAN, DAVID, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT / CCO | E | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT / CCO | E | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT / CCO | E | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT / CCO | E | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT / CCO | E | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT / CCO | E | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT / CCO | E | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT / CCO | E | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT / CCO | E | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT / CCO | E | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT / CCO | E | Control |
| COHEN, JAY, WILLIAM | I | PRESIDENT / CCO | E | Control |
| MONTEREY FINANCIAL PARTNERS, INC. | DE | OWNER | E | Control |
| MONTEREY FINANCIAL PARTNERS, INC. | DE | OWNER | E | Control |
| MONTEREY FINANCIAL PARTNERS, INC. | DE | OWNER | E | Control |
| MONTEREY FINANCIAL PARTNERS, INC. | DE | OWNER | E | Control |
| DUNCAN FINANCIAL PARTNERS, INC. | DE | OWNER | B | Control |
| DUNCAN FINANCIAL PARTNERS, INC. | DE | OWNER | B | Control |
| DUNCAN FINANCIAL PARTNERS, INC. | DE | OWNER | B | Control |
| DUNCAN FINANCIAL PARTNERS, INC. | DE | OWNER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COHEN, JAY, WILLIAM | I | MONTEREY FINANCIAL PARTNERS, INC. | E | Control |
| COHEN, JAY, WILLIAM | I | MONTEREY FINANCIAL PARTNERS, INC. | E | Control |
| COHEN, JAY, WILLIAM | I | MONTEREY FINANCIAL PARTNERS, INC. | E | Control |
| DUNCAN, DAVID, E | I | DUNCAN FINANCIAL PARTNERS, INC. | E | Control |
| DUNCAN, DAVID, E | I | DUNCAN FINANCIAL PARTNERS, INC. | E | Control |
| DUNCAN, DAVID, E | I | DUNCAN FINANCIAL PARTNERS, INC. | E | Control |
Registrations
Federal
IA
Feb 17, 2025 REGISTERED
Notice Filings (6)
FL GA KY LA MO OH
Address
200 ASHFORD CENTER NORTHSUITE 310
ATLANTA, GA 30338
United States
Phone: 404-201-2284