Palante Wealth Advisors, LLC

Palante Wealth Advisors, LLC (CRD# 175298) is a financial advisory firm headquartered in Pennington, NJ. They manage $77,782,885 in 228 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
230 West Delaware Avenue, Pennington, NJ 08534
http://www.palantewealth.com
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    228
    ACCOUNTS
  • Average Account Value
    $341,153
Compensation Options
  • A percentage of assets under your management
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Palante Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Victor Medina, financial advisor Pennington NJ
Victor J. Medina
CRD#: 6457820
230 West Delaware Avenue, Pennington, NJ 08534

Victor Medina (CRD# 6457820) is an Investment Advisor Representative working at Palante Wealth Advisors, LLC in Pennington, NJ and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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