Monetary Solutions, Ltd.
Monetary Solutions, Ltd. is an SEC-registered wealth manager in Dayton, OH with $139.7M assets under management (AUM, regulatory AUM), -1% over one year. See who owns Monetary Solutions, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121217, SEC 801-120450, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $139.7M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Dayton, OH
- Employees
- 1
- Clients
- 125
- CRD
- 121217
- Ownership
- GOLDSHOT, MICHAEL, RAY; HOBBS, JAMES, CHRISTOPHER; LAMB, MICHAEL, SCOTT; LAMB, MICHAEL, S; GOLDSHOT, MICHAEL, R
How much AUM does Monetary Solutions, Ltd. have?
Monetary Solutions, Ltd. reported $139.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Monetary Solutions, Ltd.?
Disclosed owners and executives of Monetary Solutions, Ltd. include GOLDSHOT, MICHAEL, RAY, HOBBS, JAMES, CHRISTOPHER, LAMB, MICHAEL, SCOTT, LAMB, MICHAEL, S, GOLDSHOT, MICHAEL, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.