MONROE WEALTH MANAGEMENT LLC

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