DEL MONTE GROUP, LLC

· CRD 106669 · IAPD ↗ · 925-736-6410

$307.6MRegulatory AUM

2Advisory reps

5Employees

0Clients

n/aPlanning clients

0Private funds

5States

0Disclosures

wealthSegment

ApprovedSEC status

Filing changes

July 2024 — DEL MONTE GROUP, LLC (location n/a) left the SEC roster (was $307.6M RAUM, 2 reps).

Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.

Recruiting & transitionsM&A & valuation

April 2024 — DEL MONTE GROUP, LLC reported RAUM up 40% ($219.0M -> $307.6M).

Regulatory AUM up >=25% since last filing.

Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.