MONROE WEALTH MANAGEMENT LLC

MONROE WEALTH MANAGEMENT LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 300513). Regulatory assets under management: $72.2M.

Registration

• CRD: 300513
• Type: Registered investment adviser
• Location: 1160 BATTERY ST SUITE 100, SAN FRANCISCO, CA, 94111
• Phone: 510-990-1803
• Latest filing: 2026-05-13
• Regulatory AUM: $72.2M
• Discretionary AUM: $72.2M
• Clients: 1
• Accounts: 299

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 300513 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search