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| Happy Holidays!! thanks for using AUM13F!! |
| Monson Wealth Management Inc
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| CRD # | 169857 |
| SEC # | 801-122296 |
| CIK # | |
| AUM | $130.1 M (2025-02-24) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 509-628-1358 |
| Address | 8503 W Clearwater Ave Kennewick, WA 99336 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 102.2 |
| (b) Individuals (high net worth individuals) | 20 | 27.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 839 | 130.1 |
| By Discretionary | ||
| Discretionary | 839 | 130.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 839 | 130.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.1 | |
| Total | 839 | 130.1 |
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|---|---|---|
|
Retirable Inc
✚
|
NY | 0.1 |
|
Integrity RIA LLC
✚
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LA | 0.1 |
|
Jack V Butterfield Investment Company
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MI | 0.1 |
|
Karani Asset Management LLC
✚
|
NY | 0.1 |
|
Lewinter Wealth Advisors LLC
✚
|
0.1 | |
|
Medicus Wealth Planning Inc
✚
|
UT | 0.1 |
|
Concord Atlantic Inc
✚
|
0.1 | |
|
Centerpiece Wealth Advisor LLC
✚
|
CO | 0.1 |
|
Carmandalian Financial Group LLC
✚
|
CA | 0.1 |
|
Shining Rock Advisors LLC
✚
|
0.1 |