MONOCOT WEALTH MANAGEMENT, LLC
CRD #282687 SEC #801-107469 WESTLAKE VILLAGE, CA 805-366-3482
SEC Registered
Total AUM
$54.9M
Discretionary
$54M
Employees
2
Clients
0
Accounts
114
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2018 | $54.9M | $54M | $910K | 2 | 0 |
| Apr 2018 | $54.9M | $54M | $910K | 2 | 0 |
| Apr 2018 | $54.9M | $54M | $910K | 2 | 0 |
| Apr 2018 | $150.3M | $138.1M | $12.2M | 2 | 0 |
| Jan 2018 | $150.3M | $138.1M | $12.2M | 3 | 0 |
| Jan 2018 | $150.3M | $138.1M | $12.2M | 3 | 0 |
| Jun 2017 | $149.4M | $135.9M | $13.5M | 3 | 26 |
| Mar 2017 | $149.4M | $135.9M | $13.5M | 3 | 26 |
| Dec 2016 | $133.5M | $114.7M | $18.8M | 3 | 0 |
| Sep 2016 | $133.5M | $114.7M | $18.8M | 3 | 0 |
| Jul 2016 | $133.5M | $114.7M | $18.8M | 3 | 0 |
| Apr 2016 | $0 | $0 | $0 | 3 | 0 |
| Mar 2016 | $0 | $0 | $0 | 1 | 0 |
DateMay 2018
Total AUM$54.9M
Discretionary$54M
Non-Disc.$910K
Employees2
Clients0
DateApr 2018
Total AUM$54.9M
Discretionary$54M
Non-Disc.$910K
Employees2
Clients0
DateApr 2018
Total AUM$54.9M
Discretionary$54M
Non-Disc.$910K
Employees2
Clients0
DateApr 2018
Total AUM$150.3M
Discretionary$138.1M
Non-Disc.$12.2M
Employees2
Clients0
DateJan 2018
Total AUM$150.3M
Discretionary$138.1M
Non-Disc.$12.2M
Employees3
Clients0
DateJan 2018
Total AUM$150.3M
Discretionary$138.1M
Non-Disc.$12.2M
Employees3
Clients0
DateJun 2017
Total AUM$149.4M
Discretionary$135.9M
Non-Disc.$13.5M
Employees3
Clients26
DateMar 2017
Total AUM$149.4M
Discretionary$135.9M
Non-Disc.$13.5M
Employees3
Clients26
DateDec 2016
Total AUM$133.5M
Discretionary$114.7M
Non-Disc.$18.8M
Employees3
Clients0
DateSep 2016
Total AUM$133.5M
Discretionary$114.7M
Non-Disc.$18.8M
Employees3
Clients0
DateJul 2016
Total AUM$133.5M
Discretionary$114.7M
Non-Disc.$18.8M
Employees3
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0