Monvia Financial L.P.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 165932
· Walnut Creek, CA
· www.linkedin.com
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ADV data as of May 07, 2026
- Regulatory AUM
- $90.3M
- Discretionary
- $89.9M
- Clients
- 163
- Avg AUM / client
- $554K
- Accounts
- 447
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 120 | $27.1M | 30.0% |
| High net worth individuals | 40 | $62.3M | 69.0% |
| Other investment advisers | 2 | $18.0K | 0.02% |
| Corporations and other businesses | 1 | $908K | 1.01% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Bo Hansen | Registered representative | CFP | Sep 2025 (1y) | |
| Pamela Ann Jacobs | Registered representative | CFP | Oct 2025 (1y) | |
| Harold Oscar Lowe | Registered representative | Nov 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/07/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $23.2M (26% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗