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PALANTE WEALTH ADVISORS, LLC
CRD 175298 · SEC 801-135678
230 WEST DELAWARE AVENUE, PENNINGTON, NJ, 08534, United States
Phone
609-476-9269
Fax
866-218-9758
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$115.5M
Discretionary AUM
$115.5M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $26.6M |
| High net worth individuals | 34 | $88.9M |
States served
NJ, PA
All web addresses on file
Official SEC filing: View on IAPD