MONIES WEALTH LLC

Overview

Monies Wealth LLC is a very small, independent registered investment adviser that focuses on individual and family clients as well as small businesses. The firm offers financial planning and portfolio management services and charges a mix of fee arrangements: percentage of assets under management, hourly fees and commissions. It is owned by an individual and operates as a single independent RIA rather than as a capital allocator or multi-state adviser. The firm does not identify as an active ESG investor. Investment activity is modest and conservatively positioned. The firm holds a substantial portion of its assets in cash and cash equivalents, and it supplements core holdings with mutual funds. For illiquid or commodity exposures the firm accesses third‑party external managers in real estate, commodities and oil & gas rather than running proprietary alternative strategies. The firm also has an affiliation with an insurance company, which is reflected in its business activities.

Assets & Accounts

Investments & Alternatives

Location & Offices