RIA Intel›Advisers›California›MONVIA FINANCIAL L.P.

MONVIA FINANCIAL L.P.

Advisory

WALNUT CREEK, CA

Data as of May 7, 2026 · Source: SEC Form ADV

Rank in CA
#2,892
of 5,480 advisers by AUM
Average account
$202K
across 447 accounts
AUM per adviser
$30M
3 advisers

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM
$90M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$90M
Discretionary AUM$90M
Non-Discretionary AUM$458K
Discretionary %99.5%
Total Clients163
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Partnership
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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