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Home > Retirement Planners > washington > kennewick > MONSON WEALTH MANAGEMENT, INC.
MONSON WEALTH MANAGEMENT, INC.
8503 W Clearwater Ave
Suite D
Kennewick, Washington 99336
Tel: 509-628-1358
About MONSON WEALTH MANAGEMENT, INC.
MONSON WEALTH MANAGEMENT, INC, formally registered with the SEC as MONSON WEALTH MANAGEMENT, INC. The firm was established in 09/10/2021. They have over 1 offices throughout the country.
MONSON WEALTH MANAGEMENT, INC. is a Kennewick, Washington based Financial Planning firm with nearly $130,139,645 assets under management, offering retirement planning & investment advisory services to 839 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169857 |
| SEC# | 801-122296 |
| Assets Managed by Firm | $130,139,645 |
| No. of Clients | 839 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 839 | $130,139,645 |
| Individuals (other than high net worth individuals) | 326 | $102,202,610 |
| High net worth individuals | 20 | $27,937,035 |
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