{
  "crd_number": 337251,
  "slug": "monson-wealth-management-llc-337251",
  "primary_business_name": "MONSON WEALTH MANAGEMENT LLC",
  "legal_name": "MONSON WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-07",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-05",
  "carried_forward": false,
  "raum_total": 196010097.0,
  "raum_discretionary": 196010097.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 85314492.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 3186.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 1995384.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 94534774.0,
      "count": 5
    },
    "corporations_other_businesses": {
      "raum": 14162261.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "UT"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337251",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/monson-wealth-management-llc-337251",
  "display_name": "Monson Wealth Management LLC",
  "summary": "Monson Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.",
  "citation": "AdvisorCensus. Monson Wealth Management LLC (CRD 337251): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Monson Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Monson Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Monson Wealth Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 states: Up to $1,000,000: 1.5% a year; $1,000,001 to $2,500,000: 1.25% a year; Above $2,500,000: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Monson Wealth Management LLC registered with the SEC or a state?",
      "a": "Monson Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337251."
    },
    {
      "q": "How much does Monson Wealth Management LLC manage?",
      "a": "Monson Wealth Management LLC reports $196,010,097 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have Monson Wealth Management LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Monson Wealth Management LLC: Regulatory assets under management: $0 in the October 2025 data and $196,010,097 in the October 2026 data. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Monson Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (5); corporations or other businesses not listed above (4); charitable organizations (3)."
    },
    {
      "q": "Which custodians does Monson Wealth Management LLC use?",
      "a": "Monson Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Monson Wealth Management LLC report any disciplinary disclosures?",
      "a": "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/337251"
    },
    {
      "q": "Does Monson Wealth Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 says: \"MWM does not require a minimum to open or maintain an account.\""
    },
    {
      "q": "What changed in Monson Wealth Management LLC's recent Form ADV filings?",
      "a": "In the December 2025 filing data: Regulatory assets under management went from $0 to $199,025,420."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2025-07-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 196010097.0,
      "total_employees": 1,
      "filing_date": "2026-03-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $0 to $199,025,420."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1.5%"
      },
      {
        "band": "$1,000,001 to $2,500,000",
        "rate": "1.25%"
      },
      {
        "band": "Above $2,500,000",
        "rate": "1%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $1,000,000: 1.5% a year",
          "$1,000,001 to $2,500,000: 1.25% a year",
          "Above $2,500,000: 1% a year"
        ],
        "quotes": [
          "Assets Under Management Annual Fee Quarterly Fee Up to $1,000,000 1.50% 0.375% $1,000,0001 to $2,500,000 1.25% 0.3125% Over $2,500,000 1.0% 0.25%",
          "The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of as sets to be managed, related accounts, account composition, negotiation s with Clients, etc.)"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "MWM does not require a minimum to open or maintain an account."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.5
        },
        {
          "min": 1000001.0,
          "max": 2500000.0,
          "rate_pct": 1.25
        },
        {
          "min": 2500000.0,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Assets Under Management Annual Fee Quarterly Fee Up to $1,000,000 1.50% 0.375% $1,000,0001 to $2,500,000 1.25% 0.3125% Over $2,500,000 1.0% 0.25%",
      "The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of as sets to be managed, related accounts, account composition, negotiation s with Clients, etc.)",
      "MWM does not require a minimum to open or maintain an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James",
      "name_as_filed": "RAYMOND JAMES",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/monson-wealth-management-llc-337251.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 3186.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 94534774.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1995384.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 85314492.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 14162261.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337251",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}