Monocacy Wealth Management
Monocacy Wealth Management, established in 2021, is a US-based wealth manager and registered investment adviser. It provides investment advisory services, including financial planning and portfolio management.
Monocacy Wealth Management
Monocacy Wealth Management, established in 2021, is a US-based wealth manager and registered investment adviser. It provides investment advisory services, including financial planning and portfolio management. The firm serves individuals, high-net-worth individuals, and various business entities.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
AUM
—
Location
Region
—
Country
—
City
Frederick
Corporate office
9099 Ridgefield Drive Suite 205
Frequently asked questions
What is Monocacy Wealth Management?
Monocacy Wealth Management is a bank / wealth / trust headquartered in Frederick.
When was Monocacy Wealth Management founded?
Monocacy Wealth Management was founded in 2021.
Where is Monocacy Wealth Management headquartered?
Monocacy Wealth Management is headquartered in Frederick.
What does Altss track for Monocacy Wealth Management?
Altss maintains an OSINT-verified profile of Monocacy Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Monocacy Wealth Management's website?
Monocacy Wealth Management's public website is monocacywm.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Monocacy Wealth Management?
Monocacy Wealth Management is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Monocacy Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Monocacy Wealth Management?
Monocacy Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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