$65.5M Total AUM
$61.3M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · UBS
- Clients
- Retail and Institutional
- Platforms
- Matrix
- Established Date
- 04-15-2016
- Office Locations
- 1
Office Locations
10161 Park RUN Drive STE 150 LAS Vegas NV
About Monocot Wealth Management, LLC
Monocot Wealth Management, LLC is a Las Vegas–based RIA providing active portfolio management and financial planning for individuals and families, including business owners and entrepreneurs. Its Monocot Process uses a Wealth Simulation Model to build an investment blueprint, then manages and monitors portfolios with regular client communication. Supports client accounts via a Schwab Alliance portal.
Team overview
-- AVG AGE
$65.5M AVG AUM / ADVISOR
$839.8K AVG AUM / CLIENT
10.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Unlock to compare peer behavior around unison bridge.
Premium access reveals conviction themes in catalyst wave vital.
Unlock to compare peer behavior around momentum matrix.
Request access to benchmark trends tied to summit.
Upgrade to reveal position-level detail across oak delta.
Full visibility includes strategy notes for momentum ember.
Open the full profile to inspect shifts in element delta.
Request access to benchmark trends tied to meridian.
Accredited Investors
Zenith
Asset Classes
Horizon matrix Alpha fusion Momentum Horizon pathway Vertex meridian
Client Personas
Prime timber Timber focus
Custodian
Focus Peak Glacier Glacier oak Matrix Beacon focus Pathway insight
Fund Managers
Delta
Investment Themes
Crest Vital horizon Optima Fusion North crest Pioneer
Investment Vehicles
Beacon Harbor Legacy Beacon focus Vector
Platform
Atlas peak
Services
Summit Crest Beacon vital Optima vertex Zenith legacy Harbor matrix Element oak Prime Harbor radial
Technology
Legacy
Owner & Executives
JOSEPHUS L TEURLINGS
Chief Compliance Officer, Managing Member
- CRD
- #4494404
- Ownership
- 75% or more
(413) 950-7397
momentum.focus@zenithcapital.com
in linkedin.com/in/unison-signal
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,339,955 | $490,655 |
| Non-Discretionary | $4,161,285 | $227,500 |
| Total | $65,501,240 | $481,421 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $65,501,240
Equity - Exchange:
29.4% Public Funds:
31.6% U.S. Government/Agency:
21.0% Cash:
18.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $887,097,303 | 29.4% |
| Public Funds | $953,478,734 | 31.6% |
| U.S. Government/Agency | $633,640,931 | 21.0% |
| Cash | $543,120,797 | 18.0% |
| Total | $3,017,337,765 | 100.0% |