Monson Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$196,010,097
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
6
83% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$32,668,350
About
Monson Wealth Management LLC is a single-advisor independent advisory firm that provides discretionary asset management primarily for individuals, high-net-worth clients, and business entities. The firm reports approximately $196,010,097 in discretionary assets under management across six client relationships and also lists charitable organizations and pension or profit-sharing plans among its clients.
The firm’s investment process is discretionary and tailored to client objectives, using a mix of methods including fundamental and technical analysis, charting, cyclical analysis, and Modern Portfolio Theory to construct and monitor portfolios. Monson Wealth may engage third‑party sub‑advisors to manage all or portions of client accounts, conducts quarterly reviews, and documents client goals and restrictions in each client file.
Notable distinctions include the unusually concentrated book of business — a relatively large AUM with a very small number of clients — and the firm’s explicit work with charitable organizations and retirement plan clients, which are less common among similar independent firms. The principal also maintains an independent insurance practice (limited time commitment) and the firm requires the use of a specific custodian for trading, both practices disclosed as potential conflicts of interest in the brochure.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.25% annually $2,500,001+: 1.0% annually
Main office location
Monson Wealth Management LLC
Kaysville UT, United States
Number of offices
1
Most active in
Monson Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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