Overview
Assets Under Management: $149 million
Headquarters: KENNEWICK, WA
High-Net-Worth Clients: 33
Average Client Assets: $1.8 million
Frequently Asked Questions
MONSON WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169857), MONSON WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MONSON WEALTH MANAGEMENT, INC. is headquartered in KENNEWICK, WA.
MONSON WEALTH MANAGEMENT, INC. serves 33 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, MONSON WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
MONSON WEALTH MANAGEMENT, INC. manages $149 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, MONSON WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.97%
Average Client Assets: $1.8 million
Total Client Accounts: 822
Discretionary Accounts: 822
Regulatory Filings
CRD Number: 169857
Filing ID: 2055681
Last Filing Date: 2026-03-31 19:20:55