MONVIA FINANCIAL L.P.

MONVIA FINANCIAL L.P. of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 165932). Regulatory assets under management: $90.3M.

Registration

• CRD: 165932
• Type: Registered investment adviser
• Location: 1990 NORTH CALIFORNIA BOULEVARD, WALNUT CREEK, CA, 94596
• Phone: (925) 255-0004
• Latest filing: 2026-05-07
• Regulatory AUM: $90.3M
• Discretionary AUM: $89.9M
• Non-discretionary AUM: $458K
• Clients: 3
• Accounts: 447

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165932 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search