Advisor at Monson Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Monson Wealth Management LLC
Location
Kaysville, UT
Credentials
Series 63, Series 66
Industry experience
20 years
Mark Monson is the principal and sole advisor at Monson Wealth Management LLC, an independent registered investment adviser. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to founding his current firm, he worked at Commonwealth Financial Network and Raymond James Financial Services. In addition to his advisory role, he operates a part-time independent insurance agency focused on fixed insurance products. Monson Wealth Management LLC provides discretionary asset management to individuals, high-net-worth clients, and business entities, managing approximately $199 million in assets across ten client relationships. The firm employs a tailored investment approach using fundamental and technical analysis, with regular portfolio reviews and the option to engage sub-advisors.
Based on Monson Wealth Management LLC
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.25% annually $2,500,001+: 1.0% annually
Kaysville, UT
Utah
Monson Wealth Management LLC
2025 - Present (1 year)
INDEPENDENT INSURANCE AGENT
2018 - Present (8 years)
Commonwealth Financial Network
2018 - 2025 (7 years)
Monson Wealth Management
2012 - Present (14 years)
Raymond James Financial Services Advisors Inc.
2012 - 2018 (6 years)
Raymond James Financial Services, inc.
2012 - 2018 (6 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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