MONOCOT WEALTH MANAGEMENT, LLC of LAS VEGAS, NV is an SEC-registered investment adviser (CRD 282687). Regulatory assets under management: $65.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| TEURLINGS JOSEPHUS L | MANAGING MEMBER | — |
| CARMANDALIAN STEVEN | MANAGING MEMBER | — |
| SWIGART TERESE ANNE | CHIEF COMPLIANCE OFFICER | — |