Monson Wealth Management, Inc.
Monson Wealth Management, Inc. is an SEC-registered mass-market adviser in Kennewick, WA with $149.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Monson Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169857, SEC 801-122296, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $149.5M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Kennewick, WA
- Employees
- 3
- Clients
- 364
- CRD
- 169857
- Ownership
- Monson, Stephenie, L; MONSON, ELDON, DEAN; MONSON, STEPHENIE L; FIELDING-MONSON, ELDON, DEAN
How much AUM does Monson Wealth Management, Inc. have?
Monson Wealth Management, Inc. reported $149.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Monson Wealth Management, Inc.?
Disclosed owners and executives of Monson Wealth Management, Inc. include Monson, Stephenie, L, MONSON, ELDON, DEAN, MONSON, STEPHENIE L, FIELDING-MONSON, ELDON, DEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.