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Monson Wealth Management LLC

● SEC registered since 2025CRD 337251SEC# 801-133837
Export (members)
Reg. AUM
Employees
1
Accounts
Location

Monson Wealth Management LLC assets under management

Monson Wealth Management LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It employs 1 people.

Monson Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Aleisha Anne Monson ControlMember25-50%2012
Mark Jay Monson ControlManaging Member/Investment Advisor Representative/Chief Compliance Officer50-75%2025

Frequently asked questions

How many employees does Monson Wealth Management LLC have?

Monson Wealth Management LLC reports 1 employees.

Does Monson Wealth Management LLC disclose fund performance?

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

Contact & registration

Phone801-822-7977
Office hoursBy Appointment Only
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo