Monocacy Wealth Management, LLC
Monocacy Wealth Management, LLC is an SEC-registered mass-market adviser with $100,000 assets under management (AUM, regulatory AUM), -999% over one year. See who owns Monocacy Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315979, data through 2022-01-03.
- AUM (assets under management / regulatory AUM)
- $100,000 (2022-01-03)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 3
- CRD
- 315979
- Ownership
- Shaffer, Carter; BURMAN, SHAWN; Faragalla, Asser; Miller, Timothy
How much AUM does Monocacy Wealth Management, LLC have?
Monocacy Wealth Management, LLC reported $100,000 in assets under management (regulatory AUM) on its most recent SEC Form ADV (2022-01-03).
Who owns Monocacy Wealth Management, LLC?
Disclosed owners and executives of Monocacy Wealth Management, LLC include Shaffer, Carter, BURMAN, SHAWN, Faragalla, Asser, Miller, Timothy. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.