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MONSON WEALTH MANAGEMENT LLC
CRD 337251 · SEC 801-133837
UT, United States
Phone
801-822-7977
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$196.0M
Discretionary AUM
$196.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $3K |
| High net worth individuals | 5 | $94.5M |
| Pension/profit sharing plans | 2 | $2.0M |
| Charitable organizations | 3 | $85.3M |
| Corporations/business entities | 4 | $14.2M |
States served
UT
Official SEC filing: View on IAPD