MONOCACY WEALTH MANAGEMENT, LLC
CRD #315979 SEC #801-122100 FREDERICK, MD 301-694-9712
SEC Registered
Total AUM
$100K
Discretionary
$100K
Employees
2
Clients
0
Accounts
5
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 29, 2021
- 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 |
|---|---|---|---|---|
| Shaffer, Carter | I | CHIEF COMPLIANCE OFFICER | NA | |
| Shaffer, Carter | I | CHIEF COMPLIANCE OFFICER | NA | |
| Shaffer, Carter | I | CHIEF COMPLIANCE OFFICER | NA | |
| Shaffer, Carter | I | CHIEF COMPLIANCE OFFICER | NA | |
| Shaffer, Carter | I | CHIEF COMPLIANCE OFFICER | NA | |
| Shaffer, Carter | I | CHIEF COMPLIANCE OFFICER | NA | |
| Shaffer, Carter | I | CHIEF COMPLIANCE OFFICER | NA | |
| Shaffer, Carter | I | CHIEF COMPLIANCE OFFICER | NA | |
| Shaffer, Carter | I | CHIEF COMPLIANCE OFFICER | NA | |
| Shaffer, Carter | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURMAN, SHAWN | I | OWNER | C | Control |
| BURMAN, SHAWN | I | OWNER | C | Control |
| BURMAN, SHAWN | I | OWNER | C | Control |
| BURMAN, SHAWN | I | OWNER | C | Control |
| BURMAN, SHAWN | I | OWNER | C | Control |
| BURMAN, SHAWN | I | OWNER | C | Control |
| BURMAN, SHAWN | I | OWNER | C | Control |
| BURMAN, SHAWN | I | OWNER | C | Control |
| BURMAN, SHAWN | I | OWNER | C | Control |
| BURMAN, SHAWN | I | OWNER | C | Control |
| Faragalla, Asser | I | OWNER | C | Control |
| Faragalla, Asser | I | OWNER | C | Control |
| Faragalla, Asser | I | OWNER | C | Control |
| Faragalla, Asser | I | OWNER | C | Control |
| Faragalla, Asser | I | OWNER | C | Control |
| Faragalla, Asser | I | OWNER | C | Control |
| Faragalla, Asser | I | OWNER | C | Control |
| Faragalla, Asser | I | OWNER | C | Control |
| Faragalla, Asser | I | OWNER | C | Control |
| Faragalla, Asser | I | OWNER | C | Control |
| Miller, Timothy | I | OWNER | C | Control |
| Miller, Timothy | I | OWNER | C | Control |
| Miller, Timothy | I | OWNER | C | Control |
| Miller, Timothy | I | OWNER | C | Control |
| Miller, Timothy | I | OWNER | C | Control |
| Miller, Timothy | I | OWNER | C | Control |
| Miller, Timothy | I | OWNER | C | Control |
| Miller, Timothy | I | OWNER | C | Control |
| Miller, Timothy | I | OWNER | C | Control |
| Miller, Timothy | I | OWNER | C | Control |
Registrations
Federal
IA
Oct 29, 2021 REGISTERED
Notice Filings (1)
MD
Address
9099 RIDGEFIELD DRIVESUITE 205
FREDERICK, MD 21701
United States
Phone: 301-694-9712