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Monson Wealth Management LLC

EST. AUM
$196,010,097

CONTACTS
1

CLIENT ACCOUNTS
28

Firm Details

Metro area Salt Lake City
CRD Number 337251
Website monsonwealth.com
Client types

Overview

Monson Wealth Management LLC is an investment advisory firm. Monson Wealth Management LLC offers discretionary asset management and sub-advisory services to retail investors. The firm collaborates with clients to set investment goals, develops tailored strategies, and continuously monitors portfolios without restricting investments to proprietary products; when appropriate, a third-party sub-advisor may be engaged under the firm’s supervision. Advisory fees are asset-based, billed quarterly in advance, and deducted directly from client accounts, aligning Monson Wealth’s compensation with its fiduciary duty to act in clients’ best interests.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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