This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$149MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$149M

Private client RAUM

$149MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$149Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

822

Individual clients

331

High net worth clients

33

SEC number

801-122296

CRD

169857

Filings on the tape

11

First filed

Aug 11, 2021

Latest filed

Mar 31, 2026

Organised

Corporation, WA

• Occurred

  Apr 20, 2022
  Control person left

  Stephenie L Monson (Owner) no longer on Schedule A of Monson Wealth Management, Inc. (listed 2022-02-08, absent 2022-04-20)

  Form ADVobserved 5 days ago
• Occurred

  Aug 11, 2021
  First Form ADV filing

  Monson Wealth Management, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:559ac8e0-9fb2-ba5f-e92e-de2d945f05bb

First observed

Aug 11, 2021

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.