SEC Form ADV

MONTEREY WEALTH

Registered Investment AdviserGA
$300.1M
Assets Under Management
3
Employees
Get LP Contact Details

Registration Details

Accession
crd-172577
Location
ATLANTA, GA
Filing Date
August 28, 2026
AUM
$300.1M
Institutional Clients
36
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

MONTEREY WEALTH is a registered investment adviser headquartered in ATLANTA, GA, managing approximately $300.1M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.