Montecito Wealth Management LLC

Montecito Wealth Management LLC (CRD# 165943) is a financial advisory firm headquartered in Montecito, CA. They manage $10,000,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $111,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Montecito Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alexandro L. Filippini
CRD#: 5043549
1165 Coast Village Road, Suite L, Montecito, CA 93108
83
Wealthminder
score

Alexandro Filippini (CRD# 5043549) is an Investment Advisor Representative working at Montecito Wealth Management LLC in Montecito, CA and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.