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MONSON WEALTH MANAGEMENT, INC.

KENNEWICK, WA · CRD 169857 · IAPD ↗ · 509-628-1358

$149.5MRegulatory AUM
1Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2024 — MONSON WEALTH MANAGEMENT, INC. notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2024 — MONSON WEALTH MANAGEMENT, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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