Monticello Wealth Management, LLC

Monticello Wealth Management, LLC (CRD# 175346) is a financial advisory firm headquartered in San Antonio, TX. They manage $256,392,468 in 257 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    256
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $997,636
Compensation Options
  • A percentage of assets under your management
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)
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.

TX

Financial Advisors at Monticello Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kyle G. Grest
CRD#: 6001706
1777 Ne Interstate 410 Loop, Suite 101, San Antonio, TX 78217
96
Wealthminder
score

Kyle Grest (CRD# 6001706) is an Investment Advisor Representative working at Monticello Wealth Management, LLC in San Antonio, TX and has over 6 years of experience in the finance industry.

2
Michael R. McClain
CRD#: 1157825
1777 Ne Interstate 410 Loop, Suite 101, San Antonio, TX 78217
93
Wealthminder
score

Michael McClain (CRD# 1157825) is an Investment Advisor Representative working at Monticello Wealth Management, LLC in San Antonio, TX and has over 34 years of experience in the finance industry.

3
Todd L. Brockwell
CRD#: 6711710
1777 Ne Interstate 410 Loop, Suite 101, San Antonio, TX 78217
90
Wealthminder
score

Todd Brockwell (CRD# 6711710) is an Investment Advisor Representative working at Monticello Wealth Management, LLC in San Antonio, TX and has 1 year of experience in the finance industry.

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