RIA Intel›Advisers›California›MONROE WEALTH MANAGEMENT LLC

MONROE WEALTH MANAGEMENT LLC

Advisory

SAN FRANCISCO, CA

Data as of May 13, 2026 · Source: SEC Form ADV

Rank in CA

#3,104

of 5,480 advisers by AUM

Average account

$242K

across 299 accounts

AUM per adviser

$72M

1 advisers

Source: SEC Form ADV. Figures as filed May 13, 2026.

Total AUM

$72M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$72M

Discretionary AUM$72M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients55

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

55 clients

43 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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