This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-17-2013
- Office Locations
- 2
Office Locations
About Monvia Financial L.p.
Monvia Financial is a fee-only fiduciary RIA in Walnut Creek, CA providing values-based financial planning and investment management for global citizens/expats, women in transition, and business owners/executives. The team emphasizes cross-border and tax-efficient strategies, estate and insurance coordination, and retirement and exit planning, including impact-oriented and select alternative/private opportunities. Custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 3 advisory representatives and 163 clients, or 54.3 clients per representative. That equates to $554.1K in reported AUM per client.
The profile lists 2 reported office locations and 13 years in operation. The source data was last updated on May 7, 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 Monvia Financial L.p.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Monvia Financial L.p. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL BO HANSEN
Partner, PRINCIPAL
- CRD
- #4471989
- Ownership
- Less than 5%
PAMELA ANN JACOBS
Chief Compliance Officer, Partner, PRINCIPAL
- CRD
- #3064512
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
HAROLD OSCAR LOWE III
Financial Planner
- CRD
- #4657766
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,852,816 | -- |
| Non-Discretionary | $457,506 | -- |
| Total | $90,310,322 | -- |
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
Monvia Financial L.p. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.