Monson Wealth Management LLC
Monson Wealth Management LLC is an SEC-registered wealth manager with $196.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Monson Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337251, SEC 801-133837, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $196.0M (2026-03-05)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 15
- CRD
- 337251
- Ownership
- MONSON, MARK, JAY; MONSON, ALEISHA, ANNE
How much AUM does Monson Wealth Management LLC have?
Monson Wealth Management LLC reported $196.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Monson Wealth Management LLC?
Disclosed owners and executives of Monson Wealth Management LLC include MONSON, MARK, JAY, MONSON, ALEISHA, ANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.