Monson Wealth Management LLC

Overview

Monson Wealth Management LLC is a fee-based registered investment adviser structured as an LLC. The firm focuses on discretionary portfolio management for individuals and small businesses and serves as a capital allocator that selects third‑party advisers when appropriate. Investment activity is concentrated in marketable equities and exchange‑traded instruments, with supplemental exposure to pooled mutual funds and external real estate managers. The firm charges a percentage of assets under management and does not identify as an active ESG investor. Investment preferences show a clear equity tilt. Portfolios appear designed for liquidity and tradability — using exchange‑traded equities as the primary vehicle — while the firm supplements equity exposure with mutual funds and allocations to real estate via outside alternative managers. Monson Wealth Management also performs manager selection when it deploys capital into non‑core sleeves, reflecting a mix of in‑house discretion and outsourced specialist use.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices