MONSON WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 337251). Regulatory assets under management: $196.0M.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Mark Jay Monson | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | — |
| Aleisha Anne Monson | MEMBER | — |