MONUWEALTH ADVISORS

MONUWEALTH ADVISORS is an SEC-registered investment adviser (CRD 333808). Regulatory assets under management: $949K.

Registration

• CRD: 333808
• Type: Registered investment adviser
• Phone: 720-617-1785
• Latest filing: 2026-03-30
• Regulatory AUM: $949K
• Discretionary AUM: $949K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333808 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search