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MONTELLO WEALTH MANAGEMENT, INC.

PALM BEACH GARDENS, FL · CRD 151058 · IAPD ↗ · (561) 222-3305

$108.4MRegulatory AUM
1Advisory reps
1Employees
502Clients
1-10Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — MONTELLO WEALTH MANAGEMENT, INC. (PALM BEACH GARDENS, FL) is newly SEC-registered with $108.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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