Stephenie Monson is not listed as a control person, but directly owns between 10% and 25% of Monson Wealth Management.
Monson Wealth Management is an investment adviser based in Kennewick, WA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $149 million, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7797465
- Firm
- Monson Wealth Management · CRD 169857
- Role
- Owner
- In role since
- April 2014 · 12 years
- Control person
- Not listed
- Direct ownership
- 10% to 25%
- Firm headquarters
- Kennewick, WA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephenie Monson work?
Stephenie Monson has been Owner of Monson Wealth Management, Inc. since April 2014.
How can I verify Stephenie Monson’s record?
Stephenie Monson’s role is listed on Monson Wealth Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 169857.
