← Tributary

MONETARY SOLUTIONS, LTD.

DAYTON, OH · CRD 121217 · IAPD ↗ · 937-297-1140

$139.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — MONETARY SOLUTIONS, LTD. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.