Monea Investments, LLC

Monea Investments, LLC (CRD# 168037) is a financial advisory firm headquartered in Tacoma, WA. They manage $23,000,000 in 73 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $315,068
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, WA

Financial Advisors at Monea Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Erik W. Ogard
CRD#: 2316458
938 Broadway, Court C, Suite 200, Tacoma, WA 98402
96
Wealthminder
score

Erik Ogard (CRD# 2316458) is an Investment Advisor Representative working at Monea Investments, LLC in Tacoma, WA and has over 23 years of experience in the finance industry.

2
Patrick M. Adrian
CRD#: 6268379
938 Broadway, Suite 200, Tacoma, WA 98402
90
Wealthminder
score

Patrick Adrian (CRD# 6268379) is an Investment Advisor Representative working at Monea Investments, LLC in Tacoma, WA and has 1 year of experience in the finance industry.

3
Isaac J. Wells
CRD#: 6625987
Issaquah, WA
90
Wealthminder
score

Isaac Wells (CRD# 6625987) is an Investment Advisor Representative working at Monea Investments, LLC in Issaquah, WA and has 1 year of experience in the finance industry.

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