MONTEREY PRIVATE WEALTH, INC.
SEC file number 801-61605
· MONTEREY, CA
https://montereyprivatewealth.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.01B
Discretionary AUM
$943.4M
Employees
13
Clients
13
Firm
- Address
- 2340 GARDEN ROAD
MONTEREY, CA 93940 - Phone
- —
- Website
- https://montereyprivatewealth.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- GT Partners - Monterey Cypress Fund, LP Low name-match confidence · CIK 1905410 · CA
- GT PARTNERS - MONTEREY CYPRESS OFFSHORE FUND, LP Low name-match confidence · CIK 1959569 · E9
- Lone Monterey, Ltd. Low name-match confidence · CIK 1482693 · E9
- Monterey Receivables Funding, LLC Low name-match confidence · CIK 1576755 · CA
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Monterey Receivables Funding, LLC · D/A · Aug 27, 2026$50M
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Lone Monterey, Ltd. · D/A · Mar 6, 2026
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GT Partners - Monterey Cypress Fund, LP · D/A · Dec 22, 2025
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GT PARTNERS - MONTEREY CYPRESS OFFSHORE FUND, LP · D/A · Dec 9, 2025
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Monterey Receivables Funding, LLC · D/A · Dec 5, 2025$50M
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Lone Monterey, Ltd. · D/A · Mar 7, 2025
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GT Partners - Monterey Cypress Fund, LP · D/A · Jan 27, 2025