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Building 2MONSON WEALTH MANAGEMENT LLC

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Phone801-822-7977
NotebookSEC #801-133837
Total AUM
$196M
Employees
1
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
801-822-7977

ReceiptFinancials

Total AUM
$196M
Accounts
28
Discretionary
$196M
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$3.2K
HNW Individual Clients
5
AUM
$94.5M
Pension/Profit Sharing Plan Clients
2
AUM
$2M
Charitable Organization Clients
3
AUM
$85.3M
Corporation or Business Clients
4
AUM
$14.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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

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