Dakota
Dakota
Book a Demo
Talk to an Expert

Promontory Wealth

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website promontorywealth.com
Client types

Overview

Promontory Wealth is a Santa Monica–based RIA offering customized investment management, financial planning, and advisory services for individuals and families. The firm is powered by Mariner, giving clients access to deep expertise in tax, trust, estate planning, retirement, insurance, and business advisory services. Promontory emphasizes a relationship-first philosophy, tailoring portfolios to client goals and risk profiles while blending institutional-quality research with both active and passive strategies. Founding partners hold the CFA® designation, underscoring a fiduciary and ethical approach to wealth management.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy