Monterey Private Wealth, Inc.

Monterey Private Wealth, Inc. (CRD# 114572) is a financial advisory firm headquartered in Monterey, CA. They manage $443,896,772 in 1,375 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    444
    MILLION
  • Total Number of Accounts
    1,375
    ACCOUNTS
  • Average Account Value
    $322,834
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, ID, OR, TX, UT, WA

Financial Advisors at Monterey Private Wealth, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Gary E. Alt
CRD#: 4658169
4733 Chabot Drive, Suite 206, Pleasanton, CA 94588
101
Wealthminder
score

Gary Alt (CRD# 4658169) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Pleasanton, CA and has over 14 years of experience in the finance industry. Gary Alt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Cristofer A. Cabanillas
CRD#: 4048836
2340 Garden Road, Suite 202, Monterey, CA 93940
96
Wealthminder
score

Cristofer Cabanillas (CRD# 4048836) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 16 years of experience in the finance industry. Cristofer Cabanillas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Steven C. Merrell
CRD#: 1546736
409 Washington, Ste 202-a, Monterey, CA 93940
96
Wealthminder
score

Steven Merrell (CRD# 1546736) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 25 years of experience in the finance industry. Steven Merrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Treygon E. Oler
CRD#: 5817656
2340 Garden Road, Suite 202, Monterey, CA 93940
93
Wealthminder
score

Treygon Oler (CRD# 5817656) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 7 years of experience in the finance industry.

5
Hannah D. Rogge
CRD#: 6630305
2340 Garden Road, Suite 202, Monterey, CA 93940
90
Wealthminder
score

Hannah Rogge (CRD# 6630305) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has 1 year of experience in the finance industry.

6
Kenneth B. Petersen
CRD#: 1678498
2340 Garden Road, Suite 202, Monterey, CA 93940
86
Wealthminder
score

Kenneth Petersen (CRD# 1678498) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 30 years of experience in the finance industry. Kenneth Petersen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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