DBA: MONTEREY WEALTH
| Total AUM | $300.1M |
| Discretionary | $137.6M46% of AUM |
| Non-Discretionary | $162.5M |
| Client Accounts | 340 |
| Avg Account Size | $883K |
| Employees | 3 |
| Peak AUM | $300.1MJan 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $300M | +26.2% | +17.7% | +8.3% | |
| Discretionary AUM | |||||
| Total AUM | $300.1M |
| Discretionary | $137.6M |
| Employees | 3 |
| Client Accounts | 340 |
| Client Range | 0 |
Address
200 ASHFORD CENTER NORTH
ATLANTA GA 30338
Phone
404-201-2284
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$138M
45.9% of AUM
Non-Discretionary
$163M
54.1% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Custody
Total AUM
$300M
| $138M |
| +26.8% |
| +48.6% |
| +31.5% |
| Non-Disc. AUM | $163M | +25.7% | +4.5% | 0.6% |
| Total Accounts | 340 | +0.9% | +22.7% | +17.2% |
| Avg Account Size | $882,647.059 | +25.1% | 4.1% | 7.6% |
| Employees | 3 | 0.0% | +14.5% | +8.7% |
| AUM / Employee | $100M | +26.2% | +2.8% | 0.4% |
Client AUM Segments | |||||
| Wealth AUM | $129M | +17.8% | +48.5% | +34.3% | |
| Institutional AUM | $171M | +33.4% | +5.7% | 0.3% | |
Client Count Segments | |||||
| HNW Clients | 87 | +6.1% | +23.7% | +13.6% | |
| Institutional | 36 | +5.9% | +12.9% | +11.8% | |
| Individuals | 34 | +21.4% | +37.8% | +31.6% | |