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MONOCOT WEALTH MANAGEMENT, LLC
CRD 282687 · SEC 801-107469
10161 PARK RUN DRIVE, STE 150, LAS VEGAS, NV, 89145, United States
Phone
805-366-3483
Fax
805-366-3481
Registration
— (—)
Source
State registered
Total AUM
$65.5M
Discretionary AUM
$61.3M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $13.2M |
| High net worth individuals | 34 | $52.1M |
All web addresses on file
Official SEC filing: View on IAPD