MONOCACY WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2021

Total AUM

$43.5M

Discretionary

$41.1M

95% of AUM

Avg account

$208K

Accounts

209

Employees

Advisory reps

Firm details

Headquarters: FREDERICK, Maryland
CRD number: 315979
Registered since: August 16, 2021
Website: monocacywm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.62%
Pension & Profit Sharing Plans20.13%
Individuals13.3%
Corporations / Businesses0.95%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Monocacy Wealth Management, LLC is an independent registered investment adviser that entered SEC registration in 2021 and operates as a limited liability company. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering a mix of financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension-related advisory services. Compensation is flexible and includes asset‑based fees, hourly billing, and fixed fees. The firm does not identify as an active ESG investor.