# Monson Wealth Management, Inc.

> Monson Wealth Management, Inc. is an SEC-registered investment advisory firm in Kennewick, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 169857
- Filed as: MONSON WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kennewick, WA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169857
- AdvisorCensus page: https://advisorcensus.com/firm/monson-wealth-management-inc-kennewick-wa-169857

## Quick answers

**How is Monson Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Monson Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Monson Wealth Management, Inc. located?**
Monson Wealth Management, Inc.'s principal office is in Kennewick, WA, according to its Form ADV.

**Is Monson Wealth Management, Inc. registered with the SEC or a state?**
Monson Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 169857.

**How much does Monson Wealth Management, Inc. manage?**
Monson Wealth Management, Inc. reports $149,456,592 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Monson Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Monson Wealth Management, Inc.: Regulatory assets under management: $103,598,828 in the October 2021 data and $149,456,592 in the October 2026 data, up 44%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Monson Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (331); high net worth individuals (33).

**Which custodians does Monson Wealth Management, Inc. use?**
Monson Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Monson Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169857

**Does Monson Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Monson has instituted a total household investment minimum of $250,000 for new clients."

**What changed in Monson Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $130,139,645 to $149,456,592 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $250,000

> Monson has instituted a total household investment minimum of $250,000 for new clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $149,456,592
- Discretionary: $149,456,592
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 331 | $89,725,475 |
| High net worth individuals | 33 | $59,731,117 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [monsonwealthmanagement.com](https://monsonwealthmanagement.com)
- Facebook @eldon.monson
- Facebook @monsonwealthmanagement
- Instagram @eldonmonson
- LinkedIn @monsonwealthmanagement
- LinkedIn @eldon-monson-cfp®-ricp®-793b35a8
- X @MonsonWealthMgt

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $103,598,828 | 4 | September 13, 2021 |
| October 2022 | $109,717,842 | 3 | April 20, 2022 |
| October 2023 | $99,918,751 | 4 | August 14, 2023 |
| October 2024 | $115,441,932 | 2 | September 16, 2024 |
| October 2025 | $130,139,645 | 3 | February 24, 2025 |
| October 2026 | $149,456,592 | 3 | March 31, 2026 |

Regulatory assets under management: $103,598,828 in the October 2021 data and $149,456,592 in the October 2026 data, up 44%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $130,139,645 to $149,456,592 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monson Wealth Management, Inc. (CRD 169857): Form ADV filing data as of October 2026.