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MONOTELO WEALTH PARTNERS

MONOTELO WEALTH PARTNERS, INC

CRD 287495

Visit website

2250 POINT BOULEVARD, SUITE 210, ELGIN, IL, 60123, United States

Phone

847-923-9015

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$40.0M

Discretionary AUM

$40.0M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicals

Client types

TypeClientsAUM
Individuals25$40.0M

All web addresses on file

Official SEC filing: View on IAPD