MONSON WEALTH MANAGEMENT, INC.
CRD #169857 SEC #801-122296 KENNEWICK, WA 509-628-1358
SEC Registered
Total AUM
$130.1M
Discretionary
$130.1M
Employees
3
Clients
26
Accounts
839
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $130.1M | $130.1M | $0 | 3 | 0 |
| Sep 2024 | $115.4M | $115.4M | $0 | 2 | 0 |
| Mar 2024 | $115.4M | $115.4M | $0 | 2 | 0 |
| Feb 2024 | $99.9M | $99.9M | $0 | 4 | 0 |
| Aug 2023 | $99.9M | $99.9M | $0 | 4 | 0 |
| Mar 2023 | $99.9M | $99.9M | $0 | 4 | 0 |
| Apr 2022 | $109.7M | $109.7M | $0 | 3 | 0 |
| Feb 2022 | $109.7M | $109.7M | $0 | 3 | 0 |
| Sep 2021 | $103.6M | $103.6M | $0 | 4 | 0 |
| Aug 2021 | $103.6M | $103.6M | $0 | 4 | 0 |
DateFeb 2025
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees4
Clients0