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Monson Wealth Management, Inc.

● SEC registered since 2021CRD 169857SEC# 801-122296Kennewick, WA
Export (members)
Reg. AUM
$130.1M
Employees
3
Accounts
839
Location
Kennewick, WA

Monson Wealth Management, Inc. assets under management

Monson Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Kennewick, WA. The firm has been registered since 2021. It reports $130.1 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/monsonwealthmanagementView on SEC.gov ↗

Monson Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Eldon Dean Fielding-Monson ControlOwner And Chief Compliance OfficerOver 75%2006
Stephenie L MonsonOwner10-25%2014

Frequently asked questions

How much does Monson Wealth Management, Inc. manage?

Monson Wealth Management, Inc. reports $130.1 million in regulatory assets under management on its Form ADV.

How many employees does Monson Wealth Management, Inc. have?

Monson Wealth Management, Inc. reports 3 employees.

Where is Monson Wealth Management, Inc. located?

Monson Wealth Management, Inc. is based in Kennewick, WA and has been SEC-registered since 2021.

Does Monson Wealth Management, Inc. disclose fund performance?

Monson Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8503 W Clearwater Ave, Suite D, Kennewick, WA 99336
Phone509-628-1358
Fax509-628-1351
Office hours9 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$130.1M
Non-discretionary$0
Total (RAUM)$130.1M