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MONVIA FINANCIAL L.P.
CRD 165932
1990 NORTH CALIFORNIA BOULEVARD, 8TH FLOOR, WALNUT CREEK, CA, 94596, United States
Phone
(925) 255-0004
Fax
(925) 930-3972
Registration
— (—)
Source
State registered
Total AUM
$90.3M
Discretionary AUM
$89.9M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Partnership
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $27.1M |
| High net worth individuals | 40 | $62.3M |
| Other investment advisers | 2 | $18K |
| Corporations/business entities | 1 | $908K |
All web addresses on file
Official SEC filing: View on IAPD