Who we are, how we are regulated, and how to read the material on this site.
Monies Wealth LLC (“Monies Wealth”) is a Registered Investment Adviser with the State of Texas, CRD #327872. Registration does not imply a certain level of skill or training, and does not mean the State of Texas or any regulator has approved or endorsed the firm or its services. Monies Wealth is registered in Texas and may also advise residents of other states where it is registered or exempt from registration — including under the national de minimis exemption, which allows an adviser with no place of business in a state to serve up to five clients resident in that state during any 12-month period (Investment Advisers Act §222(d)).
The firm’s Form ADV Part 2A brochure describes its services, fees, conflicts of interest, and disciplinary history (none). It is available free of charge at adviserinfo.sec.gov/firm/summary/327872, or on request at drgulseren@monieswealth.com.
The handouts, handbooks, slides, videos, and articles on this site are for general educational purposes. They are not individualized investment, tax, or legal advice, and they do not create an adviser–client relationship. Advice is provided only to clients who have signed a written advisory agreement with Monies Wealth, after a review of their individual circumstances.
Figures, contribution limits, and tax rules reflect the tax year and sources stated in each document and may change. Case studies and examples use hypothetical people and numbers for illustration; they are not client results. Monies Wealth does not provide tax preparation or legal services; please consult a qualified CPA or attorney about your situation.
All investing involves risk, including the possible loss of principal. No strategy assures a profit or protects against loss, and past performance does not guarantee future results.
Fees are disclosed in writing before any engagement begins. Dr. Gulseren Mutlu is also insurance-licensed; where insurance products are involved, any separate compensation is disclosed in advance. See Form ADV Part 2A for details.
Some materials are provided in Turkish as a courtesy. They describe U.S. and Turkish rules for educational purposes only. Turkish social-security (SGK) and tax information is drawn from official public sources as cited in each document; please confirm your own eligibility with the relevant Turkish authority.
This site links to third-party websites and videos, including appearances on channels Monies Wealth does not own. Monies Wealth is not responsible for third-party content, and links do not imply endorsement of any product or service.
How we collect, use, and protect your information is described in our Privacy Policy.
Questions about these disclosures: drgulseren@monieswealth.com · Monies Wealth LLC, 2520 South Interstate 35, Suite 102, Austin, TX 78704.