Monocot Wealth Management, LLC

RIASEC RegisteredEst. 2016

Total AUM

$65.5M

Discretionary

$61.3M

94% of AUM

Avg account

$190K

Accounts

344

Employees

Advisory reps

Firm details

Headquarters: Las Vegas, Nevada
CRD number: 282687
Registered since: March 23, 2016
Website: monocotwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.48%
Individuals20.17%
Corporations / Businesses0.24%
Pension & Profit Sharing Plans0.1%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Monocot Wealth Management, LLC is an independent registered investment adviser formed in 2016 and organized as an LLC. The firm is owned by an individual and focuses on serving individual and family clients rather than institutional mandates. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Core advisory services listed include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not identified as an active ESG investor, is not structured as a multi-state adviser, and does not operate as a capital allocator running its own pooled products.