MONSON WEALTH MANAGEMENT, INC.

KENNEWICK, Washington·2 registered advisors·CRD# 169857
SEC# 801-1222960509-628-1358
01

Firm Overview

AUM
$115M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MONSON WEALTH MANAGEMENT, INC.

2 registered advisors
Eldon Dean Fielding-Monson
KENNEWICK, Washington
Stephenie L Monson
KENNEWICK, Washington
05

Office Locations

KENNEWICK, Washington
2 advisors

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Data sourced from SEC Form ADV filings. MONSON WEALTH MANAGEMENT, INC. (CRD# 169857) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.