Monterey Private Wealth Inc

Monterey Private Wealth, registered with the US Securities and Exchange Commission in 2002, is a California Corporation run by a team of 13 professionals. Among them, nine employees are engaged in advisory roles, catering to an undisclosed client base.

• CRISTOFER ANDRES CABANILLAS

  PRINCIPAL owns less than 5%

• FAB CAB TRUST DATED FEBRUARY 19, 2016

  SHAREHOLDER owns more than 10% but less than 25%

• GARY EUGENE DOUGLAS ALT

  PRINCIPAL; CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%

• KENNETH BURTON PETERSEN

  PRINCIPAL owns more than 25% but less than 50%

• STEVEN AND JEANNE MERRELL FAMILY TRUST UTD MARCH 18, 2005

  SHAREHOLDER owns more than 10% but less than 25%

• STEVEN CHARLES MERRELL

  PRINCIPAL owns less than 5%

• JEANNE MARIE MERRELL

  TRUSTEE

• SHELLEY MARIE CABANILLAS

  TRUSTEE

• Integris Wealth Management LLC
• Topturn Capital LLC