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MONROE WEALTH MANAGEMENT LLC
CRD 300513
1160 BATTERY ST SUITE 100, SAN FRANCISCO, CA, 94111, United States
Phone
510-990-1803
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$72.2M
Discretionary AUM
$72.2M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $8.9M |
| High net worth individuals | 43 | $63.3M |
All web addresses on file
Official SEC filing: View on IAPD