MONOCOT WEALTH MANAGEMENT, LLC

Overview

Monocot Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2016 and is owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee options, which allows them to tailor engagement economics to different client needs. Investment emphasis skews toward public equities and exchange-traded instruments; the firm lists equities as its preference and allocates the majority of client assets to exchange-traded holdings. Monocot is not an active ESG investor and is not positioned as a capital allocator or multi-state adviser. Its client count is modest, which supports a more personalized, hands-on advisory approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices