Monson Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 337251
- Registered since
- July 7, 2025
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI48.23%
- Charitable Organizations43.53%
- Corporations / Businesses7.23%
- Pension & Profit Sharing Plans1.02%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Monson Wealth Management LLC is an SEC-registered advisory firm (registered in 2025) structured as an individual-owned limited liability company. The firm provides portfolio management to individuals and small businesses and acts as a capital allocator by selecting other advisers and external managers on behalf of clients. Its client base includes both individual & family clients and institutional investors. Compensation is primarily a percentage-of-AUM fee model. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Mark Monson
Investment Advisor RepresentativeCRD 4885702
Aleisha Monson
CRD 8102882
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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