MONOCOT WEALTH MANAGEMENT, LLC

CRD #282687 SEC #801-107469 WESTLAKE VILLAGE, CA 805-366-3482

SEC Registered

Total AUM

$54.9M

Discretionary

$54M

Employees

Clients

Accounts

114

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 8, 2018
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BERNSTEIN, DANIEL, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWIGART, TERESE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
INTERIM HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	E	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	E	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	E	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	E	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	E	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	E	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	E	Control
CARMANDALIAN, STEVEN	I	MANAGING MEMBER	D	Control
CARMANDALIAN, STEVEN	I	MANAGING MEMBER	D	Control
CARMANDALIAN, STEVEN	I	MANAGING MEMBER	D	Control
CARMANDALIAN, STEVEN	I	MANAGING MEMBER	D	Control
CARMANDALIAN, STEVEN	I	MANAGING MEMBER	D	Control
CARMANDALIAN, STEVEN	I	MANAGING MEMBER	D	Control
CARMANDALIAN, STEVEN	I	MANAGING MEMBER	D	Control
CARMANDALIAN, STEVEN	I	MANAGING MEMBER	D	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	D	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	D	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	D	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	D	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	D	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	D	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	D	Control
TEURLINGS, JOSEPHUS, L	I	MANAGING MEMBER	D	Control

Registrations

Federal

May 8, 2018 REGISTERED

Notice Filings (3)

CA TX UT

Address

2659 TOWNSGATE RD.
SUITE 142
WESTLAKE VILLAGE, CA 91361
United States

Phone: 805-366-3482