MONTEREY WEALTH

Legal name: MONTEREY WEALTH PARTNERS LLC

CRD 172577File 801-118647

APPROVED

Retail clients

Custody

Filing as of Jan 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$300.1M

Below cohort median (national)

Discretionary AUM

$137.6M

Non-discretionary $162.5M

Clients

157

340 accounts

Employees

Below cohort median in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: May 1, 2020
Principal office: 200 ASHFORD CENTER NORTH, SUITE 310, ATLANTA, GA, 30338
Phone: 404-201-2284
Website: https://www.linkedin.com/in/tyler-henderson-cfp%C2%AE-411650a/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $300.1M
Discretionary AUM: $137.6M
Non-discretionary AUM: $162.5M
Discretionary accounts: 294
Non-discretionary accounts: 46
Total accounts: 340
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$500K
High net worth individuals	34	$103.6M
Pension and profit sharing plans	36	$170.3M
Individuals (other than high net worth individuals)	87	$25.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.