MONSON WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$149,456,592
Discretionary
$149,456,592
Non-discretionary
$0
Firm details
- CRD number
- 169857
- SEC file number
- 801-122296
- Main office
- KENNEWICK, WA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.