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MONSON WEALTH MANAGEMENT, INC.
CRD 169857 · SEC 801-122296
8503 W CLEARWATER AVE, SUITE D, KENNEWICK, WA, 99336, United States
Phone
509-628-1358
Fax
509-628-1351
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.5M
Discretionary AUM
$149.5M
Team
3 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 331 | $89.7M |
| High net worth individuals | 33 | $59.7M |
States served
ID, OR, WA, TX
All web addresses on file
- https://www.linkedin.com/company/monsonwealthmanagement/
- HTTP://WWW.MONSONWEALTHMANAGEMENT.COM
- https://instagram.com/eldonmonson
- https://x.com/MonsonWealthMgt
- https://facebook.com/monsonwealthmanagement
- https://www.facebook.com/eldon.monson/
- https://www.linkedin.com/in/eldon-monson-cfp%C2%AE-ricp%C2%AE-793b35a8/P® |
Official SEC filing: View on IAPD