Multi-Family OfficeRIA · CRD 287495

Updated:

Monotelo Wealth Partners

Monotelo Advisors provides tax planning and preparation for individuals and businesses. The firm offers values-based retirement planning and financial planning...

Monotelo Wealth Partners

Monotelo Advisors provides tax planning and preparation for individuals and businesses. The firm offers values-based retirement planning and financial planning services. It also supports small business owners with tax, bookkeeping, and payroll needs.

General information

Firm type

Multi Family Office

Year founded

2015

Location

Region

North America

Country

United States

City

Elgin

Corporate office

New York, NY, United States

Principals

Andrew M. Hart

Founder and Managing Principal

Sector focus

Private CreditReal EstateHedge FundsPrivate Equity

Frequently asked questions

What is Monotelo Wealth Partners?

Monotelo Wealth Partners is a multi family office headquartered in Elgin, United States.

When was Monotelo Wealth Partners founded?

Monotelo Wealth Partners was founded in 2015.

Where is Monotelo Wealth Partners headquartered?

Monotelo Wealth Partners is headquartered in Elgin, United States, in the North America region.

What does Altss track for Monotelo Wealth Partners?

Altss maintains an OSINT-verified profile of Monotelo Wealth Partners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Monotelo Wealth Partners's website?

Monotelo Wealth Partners's public website is monotelowealthpartners.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Monotelo Wealth Partners?

Monotelo Wealth Partners is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on Monotelo Wealth Partners?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Monotelo Wealth Partners's Altss profile last updated?

Monotelo Wealth Partners's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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