Monson Wealth Management LLC
● SEC registered since 2025CRD 337251SEC# 801-133837
Reg. AUM
$196M
Employees
1
Accounts
28
Location
—
Monson Wealth Management LLC assets under management
Monson Wealth Management LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $196 million in regulatory assets under management and employs 1 people.
Monson Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aleisha Anne Monson Control | Member | 25-50% | 2012 |
| Mark Jay Monson Control | Managing Member/Investment Advisor Representative/Chief Compliance Officer | 50-75% | 2025 |
Frequently asked questions
How much does Monson Wealth Management LLC manage?
Monson Wealth Management LLC reports $196 million in regulatory assets under management on its Form ADV.
How many employees does Monson Wealth Management LLC have?
Monson Wealth Management LLC reports 1 employees.
Does Monson Wealth Management LLC disclose fund performance?
Monson Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 801-822-7977 |
| Office hours | By Appointment Only |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$196M▼ 2%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$196Mregulatory AUM
Discretionary $196M