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MONUMENT GROUP WEALTH ADVISORS, LLC
CRD 111908 · SEC 801-60480
801 MAIN STREET, SUITE 14, CONCORD, MA, 01742, United States
Phone
978-369-7705
Fax
978-287-4208
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$678.9M
Discretionary AUM
$678.9M
Team
7 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $9.7M |
| High net worth individuals | 149 | $668.3M |
| Charitable organizations | 1 | $892K |
States served
MA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD