Monotelo Wealth Partners

Overview

Monotelo Wealth Partners is an independently owned registered investment adviser organized as a corporation that serves individual and family clients. The firm combines traditional wealth management — financial planning and portfolio management for individuals and small businesses — with accounting services and the publication of client-focused periodicals or newsletters. Its owner-type is individual, and it does not operate as a capital allocator or related adviser. The firm bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements, and it reports no active ESG investing program. Monotelo is not identified as a multi-state adviser, pension consultant, or newly formed adviser in the available disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices