Monticello Wealth Management LLC
Legal Name: MONTICELLO WEALTH MANAGEMENT, LLC
Full Contact Details
Monticello Wealth Management LLC
1777 NE INTERSTATE 410 LOOP, SUITE 200, SAN ANTONIO, TX
210-736-7717
210-736-7857
Other Info
Monticello Wealth Management, LLC is a Texas-based limited liability company providing financial advisory services. With six employees, all of whom serve in advisory roles, the firm caters to three clients. Its SEC status is listed as Approved, and as of September 2, 2015, Monticello Wealth Management is a registered company with the U.S. Securities and Exchange Commission.
Homepage | Monticello Wealth Management
At Monticello Wealth Management, we start by listening. Our approach is comprehensive, nuanced, and tailored to fit your personal circumstances.
Direct Owners
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ANDREW JACKSON LEWIS
DIRECTOR owns less than 5%
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JEFFERSON BANK
OWNER owns 75% or more
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PAUL EVERETTE MCSWEEN
DIRECTOR owns less than 5%
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TODD LEE BROCKWELL
PRESIDENT AND CHIEF COMPLIANCE OFFICER owns less than 5%