Palante Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Palante Wealth Advisors reports 102 clients. They include 68 individual clients and 34 high-net-worth individuals. Of its assets, 100.0% ($116M across 335 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 23% |
| High-net-worth individuals | 33% | 77% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 68 | $26.6M | 23.0% | $391K |
| High-net-worth individuals | 34 | $88.9M | 77.0% | $2.61M |
| Total | 102 | $116M | 100% | $1.13M |
- Clients
- 68
- Regulatory AUM
- $26.6M
- AUM share
- 23.0%
- Avg. per client
- $391K
- Clients
- 34
- Regulatory AUM
- $88.9M
- AUM share
- 77.0%
- Avg. per client
- $2.61M
Total
- Clients
- 102
- Regulatory AUM
- $116M
- AUM share
- 100%
- Avg. per client
- $1.13M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Palante Wealth Advisors charges 0.67%–1.25% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Fee details and sources
Victor Medina owns 75% or more of Palante Wealth Advisors. Victor Medina is CEO. It has 5 employees, 3 of them in advisory roles.
Leadership
Victor MedinaChief Executive Officer and Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 75% or more of Palante Wealth Advisors, LLC
Victor Medina
Control person · since February 2015
Besides its headquarters, Palante Wealth Advisors has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 230 West Delaware Avenue, PenningtonHQ
Contact and registration details
- Legal name
- Palante Wealth Advisors, LLC
- Headquarters
- 230 West Delaware Avenue, Pennington, NJ 08534
- Website
- palantewealth.com
- Phone
- 609-476-9269
- @palante-wealth-advisors
- SEC file
- 801-135678
- Structure
- New Jersey LLC
- Fiscal year end
- December
Palante Wealth Advisors uses Charles Schwab ($116M) as custodian for its separately managed accounts. Palante Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $116M100%
At year end, Palante Wealth Advisors’ separately managed accounts were mostly in stocks (68%) and funds (29%).
What the accounts hold
- Stocks68%
- Funds29%
- Bonds1%
- Cash2%
How many clients does Palante Wealth Advisors have?
Palante Wealth Advisors has 102 clients and manages $116 million for them, as of June 2026. They include 68 individual clients and 34 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 June 2026
What services does Palante Wealth Advisors offer?
Palante Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Palante Wealth Advisors charge?
Palante Wealth Advisors charges 0.67%–1.25% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 27 April 2026
Which custodians does Palante Wealth Advisors use?
Palante Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $116M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 June 2026
How many financial advisors does Palante Wealth Advisors have?
Palante Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Palante Wealth Advisors invest in?
At the end of its last fiscal year, Palante Wealth Advisors’ separately managed accounts held 68% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Palante Wealth Advisors?
Palante Wealth Advisors’ direct owner is Victor Medina (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 June 2026
How does Palante Wealth Advisors get paid?
Palante Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Palante Wealth Advisors?
Palante Wealth Advisors’ main office is at 230 West Delaware Avenue, Pennington, NJ 08534. Its phone number is 609-476-9269. Its website is palantewealth.com.