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PALANTE WEALTH ADVISORS, LLC

PENNINGTON, NJ · CRD 175298 · IAPD ↗ · palantewealth.com · 609-476-9269

$115.5MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — PALANTE WEALTH ADVISORS, LLC (PENNINGTON, NJ) is newly SEC-registered with $115.5M RAUM and 3 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.