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Member · Monson Wealth Management LLC

Aleisha A. Monson

CRD 8102882 · Named on Form ADV at one SEC-registered adviser

At a glance

Monson Wealth Management LLC, an SEC-registered asset manager with $196 million in regulatory assets, lists Aleisha A. Monson on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Aleisha’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mark J. MonsonManaging Member/investment Advisor Representative/chief Compliance Officer, Monson Wealth Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aleisha’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.