Monson Wealth Management, Inc.
● SEC registered since 2021CRD 169857SEC# 801-122296Kennewick, WA
Reg. AUM
$149.5M
Employees
3
Accounts
822
Location
Kennewick, WA
Monson Wealth Management, Inc. assets under management
Monson Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Kennewick, WA. The firm has been registered since 2021. It reports $149.5 million in regulatory assets under management and employs 3 people.
Monson Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eldon Dean Fielding-Monson Control | Owner And Chief Compliance Officer | Over 75% | 2006 |
| Stephenie L Monson | Owner | 10-25% | 2014 |
Frequently asked questions
How much does Monson Wealth Management, Inc. manage?
Monson Wealth Management, Inc. reports $149.5 million in regulatory assets under management on its Form ADV.
How many employees does Monson Wealth Management, Inc. have?
Monson Wealth Management, Inc. reports 3 employees.
Where is Monson Wealth Management, Inc. located?
Monson Wealth Management, Inc. is based in Kennewick, WA and has been SEC-registered since 2021.
Does Monson Wealth Management, Inc. disclose fund performance?
Monson Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8503 W Clearwater Ave, Suite D, Kennewick, WA 99336 |
| Phone | 509-628-1358 |
| Fax | 509-628-1351 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$149.5M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$149.5Mregulatory AUM
Discretionary $149.5M