M
$196.0M Total AUM
$196.0M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
13 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2012
- Office Locations
- 1
Office Locations
-- Kaysville UT
About Monson Wealth Management LLC
Monson Wealth Management LLC is a Kaysville, Utah RIA providing financial planning and portfolio/asset management, with estate planning and insurance support, serving entrepreneurs and other individuals. Investment implementation is ETF-centric (majority of SMA assets) alongside mutual funds. The firm custodians with Raymond James and operates across retail and institutional channels.
Team overview
-- AVG AGE
$196.0M AVG AUM / ADVISOR
$13.1M AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Catalyst Insight glacier
Client Personas
Value
Investment Themes
Ember Frontier focus
Investment Vehicles
Focus value
Services
Element momentum Summit Unison frontier Prime meridian
Owner & Executives
M
MARK JAY MONSON
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4885702
- Ownership
- 50% but less than 75%
(257) 676-8957
legacy.capital@vitalcapital.com
in linkedin.com/in/peak-prime
A
ALEISHA ANNE MONSON
--
- CRD
- --
- Ownership
- 25% but less than 50%
(717) 668-8199
focus.frontier@focuscapital.com
in linkedin.com/in/momentum-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $196,010,097 | $7,000,361 |
| Non-Discretionary | $0 | -- |
| Total | $196,010,097 | $7,000,361 |
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Separately Managed Accounts
Total SMA Asset: $196,010,097
Equity - Exchange:
44.0% Public Funds:
39.5% Cash:
16.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,111,861,649 | 44.0% |
| Public Funds | $1,895,875,798 | 39.5% |
| Cash | $791,948,118 | 16.5% |
| Total | $4,799,685,565 | 100.0% |