Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001839826-25-000001
Filing Date
2025-01-17
Accepted
2025-01-16 18:11:40
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-01-17

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2016
2 monterey4q24.html INFORMATION TABLE  
2 monterey4q24.xml INFORMATION TABLE 74864
  Complete submission text file 0001839826-25-000001.txt   78080
Mailing Address 2340 GARDEN ROAD, STE 202 MONTEREY CA 93940
Business Address 2340 GARDEN ROAD, STE 202 MONTEREY CA 93940 831.372.3426
Monterey Private Wealth, Inc. (Filer) CIK: 0001839826 (see all company filings)

EIN.: 770576759 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20667 | Film No.: 25536606