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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FIELDING-MONSON, ELDON, DEAN | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FIELDING-MONSON, ELDON, DEAN | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FIELDING-MONSON, ELDON, DEAN | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MONSON, ELDON, DEAN | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MONSON, ELDON, DEAN | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MONSON, ELDON, DEAN | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MONSON, ELDON, DEAN | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MONSON, ELDON, DEAN | I | OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MONSON, ELDON, DEAN | I | OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MONSON, ELDON, DEAN | I | OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MONSON, STEPHENIE L | I | OWNER | D | Control |
| MONSON, STEPHENIE L | I | OWNER | D | Control |
| MONSON, STEPHENIE L | I | OWNER | D | Control |
| Monson, Stephenie, L | I | OWNER | B | |
| Monson, Stephenie, L | I | OWNER | B | |
| Monson, Stephenie, L | I | OWNER | B | |
| Monson, Stephenie, L | I | OWNER | B | |
| Monson, Stephenie, L | I | OWNER | B |
Registrations
Federal
IA
Feb 24, 2025 REGISTERED
Notice Filings (4)
ID OR TX WA
Address
8503 W CLEARWATER AVESUITE D
KENNEWICK, WA 99336
United States
Phone: 509-628-1358