# MONSON WEALTH MANAGEMENT LLC

MONSON WEALTH MANAGEMENT LLC is an SEC-registered investment adviser.

## Registration

- CRD: 337251
- Type: SEC-registered investment adviser
- SEC file number: 801-133837
- Phone: 801-822-7977
- Latest filing: 2026-03-05
- Regulatory AUM: $196.0M
- Discretionary AUM: $196.0M
- Clients: 1
- Accounts: 28

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Mark Jay Monson | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | — |
| Aleisha Anne Monson | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337251/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337251/similar
- Related entities: https://search.stillhousedata.com/firm/337251/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337251

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.