MONIES WEALTH LLC

MONIES WEALTH LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 327872). Regulatory assets under management: $1.0M.

Registration

• CRD: 327872
• Type: Registered investment adviser
• Location: 2520 SOUTH INTERSTATE 35, AUSTIN, TX, 78704
• Phone: 512-730-1609
• Latest filing: 2026-01-25
• Regulatory AUM: $1.0M
• Discretionary AUM: $1.0M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Hourly, Commissions.

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 327872 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search