Monocot Wealth Management, LLC

Monocot Wealth Management, LLC (CRD# 282687) is a financial advisory firm headquartered in Agoura Hills, CA. They manage $150,300,000 in 473 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $317,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, TX, UT

Financial Advisors at Monocot Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Terese A. Swigart
CRD#: 5282834
30200 Agoura Road, Suite 240, Agoura Hills, CA 91301
93
Wealthminder
score

Terese Swigart (CRD# 5282834) is an Investment Advisor Representative working at Monocot Wealth Management, LLC in Agoura Hills, CA and has over 10 years of experience in the finance industry.

2
Steven Carmandalian
CRD#: 2713564
30200 Agoura Road, Suite 240, Agoura Hills, CA 91301
68
Wealthminder
score

Steven Carmandalian (CRD# 2713564) is an Investment Advisor Representative working at Monocot Wealth Management, LLC in Agoura Hills, CA and has over 20 years of experience in the finance industry.

3
Josephus L. Teurlings
CRD#: 4494404
30200 Agoura Road, Suite 240, Agoura Hills, CA 91301
61
Wealthminder
score

Josephus Teurlings (CRD# 4494404) is an Investment Advisor Representative working at Monocot Wealth Management, LLC in Agoura Hills, CA and has over 16 years of experience in the finance industry. Josephus Teurlings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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