Montello Wealth Management, Inc.

Montello Wealth Management, Inc. is a registered investment adviser based in Palm Beach Gardens, FL, established in 2009. The firm offers personalized investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other entities. Services include portfolio management, financial planning, and pension consulting. The minimum initial investment for individually managed accounts is $100,000, with fees based on a percentage of assets under management. Portfolio management services are provided on a discretionary basis, allowing the firm to make investment decisions without client approval. Montello Wealth primarily advises on equity securities, bonds, mutual funds, and ETFs. As of October 31, 2017, the firm manages approximately $30 million in client assets on a discretionary basis and $4 million on a non-discretionary basis. Larry Montello, the principal owner, is a Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) with extensive experience in the financial industry. The firm does not accept performance-based fees, participate in wrap fee programs, or engage in side-by-side management. Montello Wealth does not have any disciplinary history and maintains a Code of Ethics to ensure client interests are prioritized. Larry Montello is the sole Investment Adviser Representative and owner of the firm, providing personalized services to clients.