MONSON WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$196,010,097
Discretionary
$196,010,097
Non-discretionary
$0
Firm details
- CRD number
- 337251
- SEC file number
- 801-133837
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.