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Building 2MONOCOT WEALTH MANAGEMENT, LLC

Map pinWESTLAKE VILLAGE, CA
Phone805-366-3482
NotebookSEC #801-107469
Total AUM
$54.9M
Employees
2
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2659 TOWNSGATE RD.
SUITE 142
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
7:30AM - 4:00PM
Monday - Friday
Phone
805-366-3482
Other Offices
1

ReceiptFinancials

Total AUM
$54.9M
Accounts
114
Discretionary
$54M
Accounts
110
Non-Discretionary
$910K
Accounts
4

ContactClients

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Individual Clients
79
AUM
$16.1M
HNW Individual Clients
31
AUM
$37.9M
Pension/Profit Sharing Plan Clients
1
AUM
$910K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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