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| Keyboard |
| Monson Wealth Management Inc
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|---|---|
| CRD # | 169857 |
| SEC # | 801-122296 |
| CIK # | |
| AUM | 149.5 M (2026-03-31) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 509-628-1358 |
| Address | 8503 W Clearwater Ave Kennewick, WA 99336 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 331 | 89.7 |
| (b) Individuals (high net worth individuals) | 33 | 59.7 |
| (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 | 822 | 149.5 |
| By Discretionary | ||
| Discretionary | 822 | 149.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 822 | 149.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.5 | |
| Total | 822 | 149.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cavalcade Capital LLC
✚
|
NY | 149.9 M |
|
Financial Management Advisors Inc
✚
|
TN | 149.9 M |
|
Financial Strategies Inc
✚
|
WI | 149.8 M |
|
White & Company Financial Planning Inc
✚
|
WA | 149.8 M |
|
Sonas Financial Group Inc
✚
|
MO | 149.8 M |
|
Keen Capital LLC
✚
|
149.7 M | |
|
Polaris Financial Planning LLC
✚
|
149.7 M | |
|
Fund Advisors of America Inc
✚
|
FL | 149.4 M |
|
Cardenas Asset Management LLC
✚
|
149.3 M | |
|
Preston F Sanders CHFC LLC
✚
|
GA | 148.8 M |