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MONIES WEALTH LLC
CRD 327872
2520 SOUTH INTERSTATE 35, STE 102, AUSTIN, TX, 78704, United States
Phone
512-730-1609
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.0M
Discretionary AUM
$1.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Limited Liability Company
Filing date
2026-01-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $208K |
| High net worth individuals | 1 | $794K |
All web addresses on file
Official SEC filing: View on IAPD