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MONOCACY WEALTH MANAGEMENT, LLC
CRD 315979 · SEC 801-122100
9099 RIDGEFIELD DRIVE, SUITE 205, FREDERICK, MD, 21701, United States
Phone
301-694-9712
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.5M
Discretionary AUM
$41.1M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $5.8M |
| High net worth individuals | 25 | $28.5M |
| Pension/profit sharing plans | 23 | $8.7M |
| Charitable organizations | 1 | $2K |
| Corporations/business entities | 2 | $415K |
All web addresses on file
Official SEC filing: View on IAPD