# MONOCOT WEALTH MANAGEMENT, LLC

MONOCOT WEALTH MANAGEMENT, LLC of LAS VEGAS, NV is an SEC-registered investment adviser.

## Registration

- CRD: 282687
- Type: SEC-registered investment adviser
- SEC file number: 801-107469
- Location: 10161 PARK RUN DRIVE, LAS VEGAS, NV, 89145
- Phone: 805-366-3483
- Latest filing: 2026-06-22
- Regulatory AUM: $65.5M
- Discretionary AUM: $61.3M
- Non-discretionary AUM: $4.2M
- Clients: 1
- Accounts: 344

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| TEURLINGS JOSEPHUS L | MANAGING MEMBER | — |
| CARMANDALIAN STEVEN | MANAGING MEMBER | — |
| SWIGART TERESE ANNE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282687/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282687/similar
- Related entities: https://search.stillhousedata.com/firm/282687/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282687

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.