MONTEREY WEALTH

Atlanta, United States · CRD 172577

SEC-registered investment adviser since 2020 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$300.1m
Main clients (by assets)Pension plans 57%, High net worth individuals 35%, Individuals 9%
Form ADV · 2026-08-28SEC adviser record

Kindinstitutions
Others nearbyAtlanta, GA

As an employer

Staff (Form ADV)3 · 3 in investment roles
Offices in1 country