$72.2M Total AUM
$72.2M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-11-2019
- Office Locations
- 1
Office Locations
1160 Battery ST Suite 100 SAN Francisco CA
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.
Team overview
-- AVG AGE
$72.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
GLEN ERIC MONROE
Certified Financial Planner, Chief Compliance Officer
- CRD
- #6265422
- Ownership
- 75% or more
Available
Available
Available
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
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,220,885 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,220,885 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing