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 24 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.