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Building 2MONSON WEALTH MANAGEMENT, INC.

Map pinKENNEWICK, WA
Phone509-628-1358
NotebookSEC #801-122296
Total AUM
$149.5M
Employees
3
Clients
364

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8503 W CLEARWATER AVE
SUITE D
KENNEWICK
WA 99336
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
509-628-1358

ReceiptFinancials

Total AUM
$149.5M
Accounts
822
Discretionary
$149.5M
Accounts
822
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
331
AUM
$89.7M
HNW Individual Clients
33
AUM
$59.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDORTXWA

HandshakeAffiliates

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

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