DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Del Monte Group, LLC
Legal name Del Monte Group LLC
Latest filing Apr 18, 2024
First filing on the tape Mar 29, 2012 · 26 filings
RAUM
$308M
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
100%
$308M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$308M as of Mar 29, 2024
Mar 29, 2012$106M then
HNW client RAUM$138M as of Mar 29, 2024
Mar 18, 2020$101M then
State-registered IARs (5.B.3)4 as of Mar 29, 2024
Mar 29, 20120 then
Employees (5.A)5 as of Mar 29, 2024
Apr 1, 20133 then
Private funds: no history
RAUM +40% over the last fiscal year+20% a year over threeIARs 3 to 4
Practice profile
derived from the filing of Apr 18, 2024; every figure names its basis
- RAUM per advisor
- $76.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 74derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.0MderivedHNW RAUM over HNW clients
- Average account
- $331,506derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +40%derivedbetween the last two annual amendments
- Advisor growth, one year
- +33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$169M55%
- High-net-worth individuals$138M45%
- Individual clients
- 161reported
- HNW clients
- 136reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 928reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- Angela Marie Wright to Gemmer Asset Management LLCJun 13, 2024 · RIA to RIA
- Richard M Del Monte to Allworth Financial, L.P.Jun 13, 2024 · RIA to affiliated broker-dealer or bank
- Leonardo Sepulveda Bojorquez to Allworth Financial, L.P.Jun 12, 2024 · RIA to affiliated broker-dealer or bank
- Christopher Stephen Hughes to Burton Enright WelchDec 4, 2020 · RIA to RIA
Joined, latest
- Leonardo Sepulveda Bojorquez from Alamo CapitalOct 19, 2022 · RIA to RIA
- Angela Marie Wright from Destination Wealth ManagementNov 12, 2008 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Allworth Financial, L.P.Jun 12, 2024 · Alamo, Ca
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M Richard Del Monte · President / Managing Membercontrolsince 08/1992 · owns 75% or more
- Marie Angela Wright · Partner / Chief Operating Officer / Chief Compliance Officer / Membercontrolsince 06/2008 · owns 10% to 25%
- Ann Ingrid Delmonte · Limited Partner / Membersince 01/2012 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Alamo, Ca | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 730 to 928Nov 10, 2023 to Mar 29, 2024
- Advisory activities · 4 to 3Nov 10, 2023 to Mar 29, 2024
- HNW clients · 69 to 136Nov 10, 2023 to Mar 29, 2024
- Individual clients · 193 to 161Nov 10, 2023 to Mar 29, 2024
- Employees · 3 to 5Nov 10, 2023 to Mar 29, 2024
- State-registered IARs · 3 to 4Nov 10, 2023 to Mar 29, 2024
- Discretionary RAUM · $213M to $283MNov 10, 2023 to Mar 29, 2024
- HNW RAUM · $159M to $138MNov 10, 2023 to Mar 29, 2024
- Individual RAUM · $59.9M to $169MNov 10, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $6.2M to $24.2MNov 10, 2023 to Mar 29, 2024
- RAUM · $219M to $308MNov 10, 2023 to Mar 29, 2024
- Accounts · 744 to 730Mar 31, 2021 to Mar 12, 2022
- HNW clients · 63 to 69Mar 31, 2021 to Mar 12, 2022
- Individual clients · 215 to 193Mar 31, 2021 to Mar 12, 2022
- Discretionary RAUM · $174M to $213MMar 31, 2021 to Mar 12, 2022
- HNW RAUM · $119M to $159MMar 31, 2021 to Mar 12, 2022
- Individual RAUM · $59.9M to $59.9MMar 31, 2021 to Mar 12, 2022
- Non-discretionary RAUM · $4.9M to $6.2MMar 31, 2021 to Mar 12, 2022
- RAUM · $179M to $219MMar 31, 2021 to Mar 12, 2022
- Accounts · 264 to 744Jun 30, 2020 to Mar 23, 2021
- Individual clients · 173 to 215Jun 30, 2020 to Mar 23, 2021
- Employees · 4 to 3Jun 30, 2020 to Mar 23, 2021
- Discretionary RAUM · $140M to $174MJun 30, 2020 to Mar 23, 2021
- HNW RAUM · $101M to $119MJun 30, 2020 to Mar 23, 2021
- Individual RAUM · $43.2M to $59.9MJun 30, 2020 to Mar 23, 2021
- Non-discretionary RAUM · $4.0M to $4.9MJun 30, 2020 to Mar 23, 2021
- RAUM · $144M to $179MJun 30, 2020 to Mar 23, 2021
- Accounts · 223 to 264Oct 16, 2019 to Mar 18, 2020
- HNW clients · 60 to 63Oct 16, 2019 to Mar 18, 2020
- Individual clients · 181 to 173Oct 16, 2019 to Mar 18, 2020
- Other offices · 1 to 0Oct 16, 2019 to Mar 18, 2020
- Discretionary RAUM · $124M to $140MOct 16, 2019 to Mar 18, 2020
- HNW RAUM · $77.9M to $101MOct 16, 2019 to Mar 18, 2020
- Individual RAUM · $48.2M to $43.2MOct 16, 2019 to Mar 18, 2020
- Non-discretionary RAUM · $2.4M to $4.0MOct 16, 2019 to Mar 18, 2020
- RAUM · $126M to $144MOct 16, 2019 to Mar 18, 2020
- HNW clients · unset to 60.0Mar 21, 2019 to Oct 16, 2019
- Individual clients · 212 to 181Mar 21, 2019 to Oct 16, 2019
- HNW RAUM · unset to 77917184.0Mar 21, 2019 to Oct 16, 2019
- Individual RAUM · $126M to $48.2MMar 21, 2019 to Oct 16, 2019
Signals
4 dated events
- Richard M Del Monte left Del Monte Group, Llc for Allworth Financial, L.P. (registered 2026-01-12)Jun 13, 2024 · Advisor changed firm · fact
- Angela Marie Wright left Del Monte Group, Llc for Gemmer Asset Management Llc (registered 2024-05-09)Jun 13, 2024 · Advisor changed firm · fact
- Leonardo Sepulveda Bojorquez left Del Monte Group, Llc for Allworth Financial, L.P. (registered 2024-06-06)Jun 12, 2024 · Advisor changed firm · fact
- 2 advisors left Del Monte Group, LLC (Alamo, CA) for Allworth Financial, L.P. a day apartJun 12, 2024 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026