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

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$100,000Item 5.F on the latest filing (2022-01-03); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$100,000

Private client RAUM

$100,000derivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$33,333derivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

5

Individual clients

3

Custody, client assets

$100,000

SEC number

801-122100

CRD

315979

Filings on the tape

10

First filed

Jul 16, 2021

Latest filed

Jan 3, 2022

Organised

Limited Liability Company, Maryland

• Occurred

  Jul 16, 2021
  First Form ADV filing

  Monocacy Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:abd90744-56f4-bd50-727c-aa178654902a

First observed

Jul 16, 2021

Last observed

Jan 3, 2022 57 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.