Montello Wealth Management
Montello Wealth Management is a privately held Registered Investment Advisory firm in Palm Beach Gardens, Florida, serving high net worth individuals and families with integrated investment, financial, estate, risk, insurance, and tax planning services on a fee-based fiduciary model.
- Company typePrivate
- Founded-
- HeadquartersPalm Beach Gardens, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Montello Wealth Management does
Montello Wealth Management is a privately held Registered Investment Advisory firm headquartered at 2401 PGA Boulevard, Suite 280-Q, Palm Beach Gardens, Florida (33410), with 1-10 employees. The firm serves high net worth individuals and families, primarily in the Southeast US and Florida, with an integrated suite of six wealth services: investment management, financial planning, estate planning, risk management, insurance planning and solutions, and tax planning and preparation.
The firm operates as a fiduciary under RIA registration, charging clients via a fee-based model with quarterly compensation, aligning advisor incentives with client outcomes rather than product commissions. Its go-to-market is local and relationship-driven rather than scaled through digital channels or institutional distribution.
The evidence base is thin: no founding date, management team, AUM, client count, funding history, partnerships, awards, or proprietary technology is disclosed. The most recent observable corporate action is a February 2025 refresh of the firm's website and brand logo, indicating reinvestment in client-facing presence but no broader expansion signal. Revenue, growth direction, and AI capability cannot be assessed from the available data.
Montello Wealth Management firmographics
Firmographics- Name
- Montello Wealth Management
- Legal name
- Montello Wealth Management
- Website
- https://montellowealth.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Montello Wealth Management is a privately held Registered Investment Advisory firm in Palm Beach Gardens, Florida, serving high net worth individuals and families with integrated investment, financial, estate, risk, insurance, and tax planning services on a fee-based fiduciary model.
- Ownership category
- akta.pro rank
Montello Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
Keywords
Where Montello Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Palm Beach Gardens
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Montello Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Services: Quarter-by-quarter compensation for ongoing financial advisory and wealth management services. As a Registered Investment Adviser (RIA), the firm receives compensation on a recurring basis for continued services, with compensation ending if the client is dissatisfied and chooses to leave. This fee-based model contrasts with commission-based compensation used by non-fiduciary advisers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Quarterly | Customized financial plans with personalized service |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Montello Wealth Management product offering
Product offeringCore offering
Montello Wealth Management is a Registered Investment Advisory Firm providing comprehensive wealth management services for high net worth individuals and families. Its core offering combines investment management (strategic asset allocation and portfolio diversification), financial planning, estate planning, risk management, insurance planning, and tax planning and preparation into an integrated wealth strategy focused on protecting, growing, and transferring wealth across generations.
Product overview
Montello Wealth Management is a Registered Investment Advisory Firm offering a unified wealth management platform with six integrated service modules. The core offering combines Investment Management (strategic asset allocation and portfolio diversification), Financial Planning (holistic lifecycle planning), Estate Planning (wealth transfer and legacy protection), Risk Management (risk assessment and mitigation), Insurance Planning & Solutions (coverage identification), and Tax Planning & Preparation (tax efficiency optimization). These services work together as a comprehensive wealth management solution for high net worth individuals and families focused on protecting and growing wealth.
Differentiator
Problem solved
Functional benefit
Companies that use Montello Wealth Management
Customer profileSegments1 record
Ideal customer profiles1 record
Montello Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Montello Wealth Management partnerships and signals
Strategic signalScale indicators1 record
Recent moves2 records
Expansion highlights1 record
Montello Wealth Management competitors and assessment
Company assessmentDirect peers
- Focus Financial Partners: Partnership of independent RIAs serving HNW clients with fiduciary advice — comparable independent model, though structured as a multi-firm partnership platform.
- Mercer Advisors: National RIA providing fiduciary wealth management, tax, estate, and investment services to HNW households — direct peer in comprehensive planning-led advisory model.
- Ritholtz Wealth Management: Independent RIA serving HNW investors with fiduciary, fee-based investment management and financial planning — directly comparable boutique structure with similar recurring revenue model.
- Edelman Financial Engines: One of the largest independent RIAs combining advisor-led wealth management with planning tools for HNW households — comparable fiduciary, fee-only model with broader geographic reach.
- Moneta Group: Independent RIA providing comprehensive fee-only financial planning and investment management to HNW families — closely matching Montello's integrated six-module service approach.
- Buckingham Strategic Wealth: Independent, fee-only RIA providing wealth management, financial planning, and tax services to HNW clients — same fiduciary positioning, recurring AUM-based fees, and integrated service stack as Montello.
- Carson Group: Wealth management firm serving HNW individuals through financial advisors with a fiduciary, planning-led approach — overlapping service offering and target client base.
- Sanctuary Wealth: Partner-owned platform supporting independent wealth management firms serving HNW clients — comparable fiduciary model with focus on independence from wirehouse-style conflicts.
- Creative Planning: Large independent RIA offering comprehensive wealth management including investment, tax, estate, and retirement planning to HNW individuals — directly comparable to Montello's fiduciary, fee-based service model at much greater scale.
Broad incumbents
- Fisher Investments: Large established investment adviser serving HNW clients with portfolio management and wealth planning — overlapping target segment and advisory function but at significantly greater scale and with a portfolio-management-led emphasis.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks6 records
Key highlights5 records
Customer concentration
Montello Wealth Management social profiles
Digital presenceMontello Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Montello Wealth Management leadership team
Management profileNumber of profiles
Montello Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Montello Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Montello Wealth Management
What does Montello Wealth Management do?
Montello Wealth Management is a Registered Investment Advisory Firm providing comprehensive wealth management services for high net worth individuals and families. Its core offering combines investment management (strategic asset allocation and portfolio diversification), financial planning, estate planning, risk management, insurance planning, and tax planning and preparation into an integrated wealth strategy focused on protecting, growing, and transferring wealth across generations.
Is Montello Wealth Management a public or private company?
Montello Wealth Management is a private company. It is classified as unknown and is currently operating.
When was Montello Wealth Management founded?
Montello Wealth Management was founded in -1. It employs 1 to 10 people.
Where is Montello Wealth Management based?
Montello Wealth Management is headquartered in Palm Beach Gardens, United States, in the North America region.
How does Montello Wealth Management make money?
One revenue line is on record: investment Advisory Services.
Who are Montello Wealth Management's main competitors?
Direct peers on record are Focus Financial Partners, Mercer Advisors, Ritholtz Wealth Management, Edelman Financial Engines, Moneta Group, Buckingham Strategic Wealth, Carson Group, Sanctuary Wealth and Creative Planning. Fisher Investments is listed as a broad incumbent.
Does Montello Wealth Management have an API?
No public API is recorded for Montello Wealth Management.
What industry is Montello Wealth Management in?
Montello Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.