This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2012
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between November 6, 2025 and March 5, 2026, reported AUM decreased 1.5%, from $199.0M to $196.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 15 clients, or 15 clients per representative. That equates to $13.1M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Monson Wealth Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Monson Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK JAY MONSON
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4885702
- Ownership
- 50% but less than 75%
ALEISHA ANNE MONSON
--
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $196,010,097 | $7,000,361 |
| Non-Discretionary | $0 | -- |
| Total | $196,010,097 | $7,000,361 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Monson Wealth Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.