Monies Wealth LLC

Overview

Monies Wealth LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management services geared toward individuals and small businesses. Its fee arrangements include percentage-of-AUM billing, hourly charges, and commission-based compensation. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser. Monies Wealth has an industry affiliation with an insurance company, which aligns with its use of insurance products in client solutions.

Assets & Accounts

Investments & Alternatives