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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-11-2019
- Office Locations
- 1
Office Locations
About Monroe Wealth Management LLC
Monroe Wealth Management is a CFP-led, fiduciary RIA serving tech employees and business owners with comprehensive financial planning, tax and company-stock guidance, and portfolio construction. The firm does not sell products and has no AUM minimums, aiming to keep a small client roster for high-touch service. Portfolios primarily use mutual funds and ETFs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 57 clients, or 57 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on May 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Monroe Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GLEN ERIC MONROE
Certified Financial Planner, Chief Compliance Officer
- CRD
- #6265422
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,220,885 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,220,885 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Monroe Wealth Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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