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MONUMENT RETIREMENT & WEALTH ADVISORY, LLC
CRD 135311
450 CENTURY PARKWAY, SUITE 250, ALLEN, TX, 75013, United States
Phone
972-422-9145
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.9M
Discretionary AUM
$7.9M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-03-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $3.4M |
| High net worth individuals | 3 | $4.5M |
All web addresses on file
Official SEC filing: View on IAPD