CRD: 169857
Monson Wealth Management, Inc.
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- Custodian
- Axos
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-18-2014
- Office Locations
- 1
Office Locations
About Monson Wealth Management, Inc.
Monson Wealth Management is a Kennewick, WA fiduciary advisory firm helping individuals and families prepare for retirement. They deliver discovery-based planning, custom investment plans, and ongoing portfolio monitoring with clear, real-person service and sensible fees, avoiding commission-driven products. Portfolios commonly use diversified asset allocation with mutual funds and ETFs; the firm has served its community since 2000.
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Owner & Executives
ELDON DEAN FIELDING-MONSON
Chief Compliance Officer, Investment Advisor Representative, Owner
- CRD
- #4256669
- Ownership
- 75% or more
Stephenie L Monson
Investment Advisor Representative, Owner
- CRD
- --
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,456,592 | $181,821 |
| Non-Discretionary | $0 | -- |
| Total | $149,456,592 | $181,821 |
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Separately Managed Accounts
Total SMA Asset: $149,456,592
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,538,495,922 | 39.2% |
| Equity - Exchange | $1,230,393,432 | 19.0% |
| Other | $2,706,865,550 | 41.8% |
| Total | $6,475,754,904 | 100.0% |