Overview
Assets Under Management: $199 million
High-Net-Worth Clients: 8
Average Client Assets: $14 million
Frequently Asked Questions
MONSON WEALTH MANAGEMENT LLC 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 #337251), MONSON WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
MONSON WEALTH MANAGEMENT LLC serves 8 high-net-worth clients according to their SEC filing dated November 06, 2025. View client details ↓
According to their SEC Form ADV, MONSON WEALTH MANAGEMENT LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
MONSON WEALTH MANAGEMENT LLC manages $199 million in client assets according to their SEC filing dated November 06, 2025.
According to their SEC Form ADV, MONSON WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.73
Average High-Net-Worth Client Assets: $14 million
Total Client Accounts: 26
Discretionary Accounts: 26
Regulatory Filings
CRD Number: 337251
Filing ID: 2024849
Last Filing Date: 2025-11-06 12:58:17
Website: 0