Monies Wealth LLC

Overview

Monies Wealth LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families and focuses on financial planning and portfolio management for individual clients and small businesses. Its compensation model includes asset-based fees, hourly charges and commissionable business, and the firm lists an affiliation with an insurance company—an alignment that helps explain the use of annuities among its product mix. The adviser does not identify as an ESG investor, is not positioned as a multi-state or pension consultant, and does not present itself as a capital allocator or part of a related-adviser network. The operational footprint and service set suggest a consultative, relationship-driven practice rather than a multi-product institutional platform.

Assets & Accounts

Investments & Alternatives