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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

DEL MONTE GROUP, LLC

DEL MONTE GROUP LLC, CRD 106669

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:613a5d9c-d6ef-37d2-e2eb-c99464f56717

Data as of Apr 18, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Mar 29, 2012 to Apr 18, 2024
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $308MItem 5.F on the latest filing (2024-04-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $283M
Private client RAUM: $308MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 928
Individual clients: 161
High net worth clients: 136
SEC number: 801-42165
CRD: 106669
Filings on the tape: 26
First filed: Mar 29, 2012
Latest filed: Apr 18, 2024
Organised: Limited Liability Company, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DEL MONTE, RICHARD, M	PRESIDENT / MANAGING MEMBER	E	yes	08/1992	Mar 29, 2012	Apr 18, 2024
WRIGHT, ANGELA, MARIE	PARTNER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER / MEMBER	B	yes	06/2008	Mar 29, 2012	Apr 18, 2024
DELMONTE, INGRID, ANN	LIMITED PARTNER / MEMBER	Na	no	01/2012	Mar 29, 2012	Apr 18, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 29, 2024	$308M	$283M	5	2	0	n/a	n/a
2022	Mar 13, 2023	$219M	$213M	3	2	0	n/a	n/a
2021	Mar 12, 2022	$219M	$213M	3	2	0	n/a	n/a
2020	Mar 23, 2021	$179M	$174M	3	2	0	n/a	n/a
2019	Mar 18, 2020	$144M	$140M	4	2	0	n/a	n/a
2018	Mar 21, 2019	$126M	$124M	4	2	1	n/a	n/a
2017	Mar 29, 2018	$130M	$130M	4	2	1	n/a	n/a
2016	Mar 6, 2017	$113M	$109M	4	2	n/a	n/a	n/a
2015	Mar 4, 2016	$100M	$94.9M	4	2	n/a	n/a	n/a
2014	Mar 26, 2015	$106M	$102M	4	2	n/a	n/a	n/a
2013	Apr 8, 2014	$106M	$102M	3	2	n/a	n/a	n/a
2012	Apr 1, 2013	$115M	$113M	3	2	n/a	n/a	n/a
2011	Mar 29, 2012	$106M	$103M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$308M	$219M	40.5%	$179M	19.8%	5	3	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALLWORTH FINANCIAL, L.P.	2	Jun 12, 2024	Jan 12, 2026	ALAMO, CA	Team lift out	RIA to ibd	66.7%

Relationships

Controls (2)

← DEL MONTE, RICHARD, MOwnerPRESIDENT / MANAGING MEMBER, ownership code E, individual
Mar 29, 2012 to presentfactForm ADV
← WRIGHT, ANGELA, MARIEOwnerPARTNER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER / MEMBER, ownership code B, individual
Mar 29, 2012 to presentfactForm ADV

Owns (1)

← DELMONTE, INGRID, ANNOwnerLIMITED PARTNER / MEMBER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV

Moved with (1)

→ ALLWORTH FINANCIAL, L.P.Registered adviser2 advisors, team lift out
Jun 12, 2024 to Jan 12, 2026factForm ADV

Registered with (4)

← Richard M Del MonteAdvisorregistration: previous registration
Oct 1, 1992 to Jun 13, 2024factForm ADV
← ANGELA MARIE WRIGHTAdvisorregistration: previous registration
Nov 12, 2008 to Jun 13, 2024factForm ADV
← Leonardo Sepulveda BojorquezAdvisorregistration: previous registration
Oct 19, 2022 to Jun 12, 2024factForm ADV
← CHRISTOPHER STEPHEN HUGHESAdvisorregistration: previous registration
Feb 4, 2011 to Dec 4, 2020factForm ADV

Dated events

Occurred
Jun 13, 2024
Advisor changed firm
Richard M Del Monte left Del Monte Group, Llc for Allworth Financial, L.P. (registered 2026-01-12)
Form ADVobserved 4 days ago
Occurred
Jun 13, 2024
Advisor changed firm
Angela Marie Wright left Del Monte Group, Llc for Gemmer Asset Management Llc (registered 2024-05-09)
Form ADVobserved 4 days ago
Occurred
Jun 12, 2024
Team lift-out
2 advisors left Del Monte Group, LLC (Alamo, CA) for Allworth Financial, L.P. a day apart
Form ADVobserved 4 days ago
2 advisors
Occurred
Jun 12, 2024
Advisor changed firm
Leonardo Sepulveda Bojorquez left Del Monte Group, Llc for Allworth Financial, L.P. (registered 2024-06-06)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:613a5d9c-d6ef-37d2-e2eb-c99464f56717
First observed: Mar 29, 2012
Last observed: Apr 18, 2024 29 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DEL MONTE GROUP, LLC

DEL MONTE GROUP LLC, CRD 106669

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:613a5d9c-d6ef-37d2-e2eb-c99464f56717

Data as of Apr 18, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:31 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEL MONTE, RICHARD, M

PRESIDENT / MANAGING MEMBER

yes

08/1992

Mar 29, 2012

Apr 18, 2024

WRIGHT, ANGELA, MARIE

PARTNER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER / MEMBER

yes

06/2008

Mar 29, 2012

Apr 18, 2024

DELMONTE, INGRID, ANN

LIMITED PARTNER / MEMBER

01/2012

Mar 29, 2012

Apr 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 29, 2024

$308M

$283M

n/a

2022

Mar 13, 2023

$219M

$213M

n/a

2021

Mar 12, 2022

$219M

$213M

n/a

2020

Mar 23, 2021

$179M

$174M

n/a

2019

Mar 18, 2020

$144M

$140M

n/a

2018

Mar 21, 2019

$126M

$124M

n/a

2017

Mar 29, 2018

$130M

n/a

2016

Mar 6, 2017

$113M

$109M

n/a

2015

Mar 4, 2016

$100M

$94.9M

n/a

2014

Mar 26, 2015

$106M

$102M

n/a

2013

Apr 8, 2014

$106M

$102M

n/a

2012

Apr 1, 2013

$115M

$113M

n/a

2011

Mar 29, 2012

$106M

$103M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$308M

$219M

40.5%

$179M

19.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALLWORTH FINANCIAL, L.P.

Jun 12, 2024

Jan 12, 2026

ALAMO, CA

Team lift out

RIA to ibd

66.7%