Investment adviser representative · Mission Wealth Management, LP
Taylor M. Monson
CRD 8180313 · Gig Harbor, WA
At a glance
Taylor M. Monson is an investment adviser representative with Mission Wealth Management, LP in Gig Harbor, WA, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Mission Wealth Management, LPSince January 2026Gig Harbor, WA · $17B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Taylor’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Mission Wealth Management, LP
- Gary A. Brooks Jr.Gig Harbor · Certified Financial Planner
- William J. FoleyGig Harbor · Certified Financial Planner
- Jacob MortensenGig Harbor · Certified Financial Planner
- Matthew W. AdamsSanta Barbara
- Peter M. AhrensFort Collins · Certified Financial Planner
- Timothy B. AkersPlano · Certified Financial Planner
- Claudia ArnoldSanta Barbara
- Shinaola O. AtoroOrange · Certified Financial Planner
Every advisor at Mission Wealth Management, LP →Mission Wealth Management, LP: assets, clients and custodians →Financial advisors in Gig Harbor, WA →Every Mission Wealth Management, LP advisor in Gig Harbor →Advisor Moves: who changed firms this week →