MONROE WEALTH MANAGEMENT LLC

RIASEC Registered
Total AUM
$72.2M
Discretionary
$72.2M
100% of AUM
Avg account
$242K
Accounts
299
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
300513
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI87.63%
  • Individuals12.37%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Monroe Wealth Management LLC is an independent, owner-operated registered investment adviser structured as an LLC that provides financial planning and portfolio management primarily to individuals, families and small-business owners. The firm charges clients on a percentage-of-assets basis and can also use fixed fees for engagements. It identifies as an active ESG investor, integrates discretionary portfolio management into its services, and does not operate as a capital allocator, pension consultant, or multi-state adviser according to the available filing information.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Exchange Traded Equities 32%, Cash & Cash Equivalents 2%68%
  • Public Funds/Mutual Funds68%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • GLEN MONROE

    OwnerCRD 6265422

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1160 Battery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth