SourcingSourcing

MONSON WEALTH MANAGEMENT, INC.

B52
CRD 169857·SEC 801-122296·KENNEWICK, WA
AUM
$149.5M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$448K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MONSON WEALTH MANAGEMENT, INC.
CRD
169857
SEC file #
801-122296
EIN
—
DBA names
—

Economics

AUM
$149.5M
AUM band
$100M-$500M
AUM trajectory
'22'26
$109.7M → $149.5M▲ +36%
Client mix
Individuals Other331
Individuals High Net Worth33

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
KENNEWICK WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/monsonwealthmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FIELDING-MONSON, ELDON, DEAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
FIELDING-MONSON, ELDON, DEAN
Monson, Stephenie, L
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Axos Advisor Services2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4256669
Trust Company Affiliate
No

People (2)

2
FIELDING-MONSON, ELDON, DEAN
IAR · Direct Owner · 87.5%
4256669
Monson, Stephenie, L
Direct Owner · 17.5%
7797465