# Montello Wealth Management

Montello Wealth Management is a Multi Family Office based in Palm Beach Gardens, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Palm Beach Gardens, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** montellowealthmanagement.com

## Regulatory record

- **CRD number:** 151058
- **SEC file number:** 801-136515
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151058

## About

Montello Wealth Management is a Registered Investment Advisory Firm that offers comprehensive wealth management strategies for individuals focused on the protection and growth of wealth. The firm provides comprehensive Financial Planning and Investment Advisory Services and assists high net worth individuals and their families build, protect and transfer wealth.

## Sectors

- Private Wealth Management
- Retirement Planning
- Investment Management

## People

- Robert A. Montello — Founder and President

## Related profiles

- [Trinity Financial Services](https://altss.com/profile/trinity-financial-services-inc)
- [Vintage Wealth Management Group](https://altss.com/profile/vintage-wealth-management-group)

---

Last updated: 2026-08-11T15:07:26.757Z

Canonical page: https://altss.com/profile/montello-wealth-management-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology