Monson Wealth Management, Inc.

Monson Wealth Management, Inc. (CRD# 169857) is a financial advisory firm headquartered in Kennewick, WA. They manage $47,000,000 in 400 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $117,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

OR, WA

Financial Advisors at Monson Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Eldon D. Monson
CRD#: 4256669
8503 W. Clearwater Ave, Suite D, Kennewick, WA 99336
93
Wealthminder
score

Eldon Monson (CRD# 4256669) is an Investment Advisor Representative working at Monson Wealth Management, Inc. in Kennewick, WA and has over 16 years of experience in the finance industry.

2
Linn H. Stewart
CRD#: 2288103
8503 W. Clearwater Ave, Suite D, Kennewick, WA 99336
75
Wealthminder
score

Linn Stewart (CRD# 2288103) is an Investment Advisor Representative working at Monson Wealth Management, Inc. in Kennewick, WA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.