Gabriella DelMonaco
Instrumental Wealth · Tarrytown, New York
Gabriella DelMonaco is a fee-only financial advisor at Instrumental Wealth in Tarrytown, New York, who holds the CFP credential. Instrumental Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Instrumental Wealth |
|---|---|
| Based in | Tarrytown, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $508.0M across 2,128 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7388003 |
| Exams passed | Series 63 (2023) · Series 65 (2022) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.instrumentalwealth.com |
How Gabriella's firm compares
- Instrumental Wealth's average account is about $239,000, from its Form ADV (assets managed divided by 2,128 accounts).
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Questions about Gabriella
Is Gabriella DelMonaco a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gabriella holds no broker registration, and Instrumental Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gabriella charge for financial advice?
Gabriella's firm, Instrumental Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gabriella DelMonaco based?
Gabriella DelMonaco is based in Tarrytown, New York.
What credentials does Gabriella DelMonaco hold?
Gabriella DelMonaco holds the CFP credential.
Is Gabriella DelMonaco registered with the SEC?
Yes. Gabriella DelMonaco is registered as an investment adviser representative in NY (CRD 7388003), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Instrumental Wealth manage?
Instrumental Wealth reports $508.0M across 2,128 accounts in assets under management.
How do I contact Gabriella DelMonaco?
Through Gabriella's website, www.instrumentalwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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