Monterey Wealth

RIASEC RegisteredEst. 2020
Total AUM
$300M
Discretionary
$138M
46% of AUM
Avg account
$883K
Accounts
340
Employees
3
Advisory reps
4

Firm details

Headquarters
Atlanta, Georgia
CRD number
172577
Registered since
May 1, 2020
Custodians
CHARLES SCHWAB & CO., INC., EMPOWER RETIREMENT
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans56.75%
  • HNWI34.52%
  • Individuals8.56%
  • Corporations / Businesses0.17%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Monterey Wealth is an independent registered investment adviser formed in 2020 and organized as a limited liability company. The firm serves both individual/family and institutional clients and combines advisory services with insurance brokerage. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Compensation is flexible: the firm charges a percentage of assets under management and can also bill hourly or via fixed fees. Monterey Wealth is not classified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Exchange Traded Equities 16%, US Government Bonds 13%, Cash & Cash Equivalents 2%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities16%
  • US Government Bonds13%
  • Cash & Cash Equivalents2%

Contacts

3 of 4
  • Tyler Henderson

    Tyler Henderson

    Wealth AdvisorCRD 5243395

  • Jay Cohen

    Jay Cohen

    Founder and PresidentCRD 4470591

  • David Duncan

    David Duncan

    PartnerCRD 6027905

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
200 Ashford Ctr N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth