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Managing Member/investment Advisor Representative/chief Compliance Officer · Monson Wealth Management LLC

Mark J. Monson

CRD 4885702 · 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 Mark J. Monson on its Form ADV as Managing Member/investment Advisor Representative/chief Compliance Officer, a control person.

Firms and roles

  • Monson Wealth Management LLCManaging Member/investment Advisor Representative/chief Compliance OfficerAsset manager · United States · $196M in regulatory assets

AtlasMembers

Mark’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
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Control-person status
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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

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