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MONUMENT WEALTH MANAGEMENT
MONUMENT CAPITAL MANAGEMENT, LLC
CRD 159882 · SEC 801-76802
1940 DUKE STREET, SUITE 6100, ALEXANDRIA, VA, 22314, United States
Phone
703-504-9600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$531.7M
Discretionary AUM
$516.9M
Team
11 total employees; 8 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $42.1M |
| High net worth individuals | 105 | $489.6M |
States served
CA, DC, GA, MD, NJ, NY, NC, SC, VA, TX, FL
All web addresses on file
- https://www.linkedin.com/in/nate-tonsager-5a019b105
- https://www.linkedin.com/in/emily-harper-cfp%c2%ae-mwm/
- https://www.linkedin.com/in/emilietotten/
- https://www.instagram.com/monumentwealth/
- https://www.linkedin.com/in/davidbarmstrong/
- https://x.com/monumentwealth
- https://www.facebook.com/monumentwealthmanagement/
- https://www.linkedin.com/in/jessica-gibbs-cfp%c2%ae-900489a/
- https://www.linkedin.com/in/dean-catino-cfp%c2%ae-crpc%c2%ae-cpwa%c2%ae-6031121
- https://www.linkedin.com/in/catheendphelps/
- https://www.linkedin.com/company/monument-wealth-management/k
- https://www.youtube.com/user/monumentwealth
- https://www.linkedin.com/in/bianca-san/
- https://www.linkedin.com/in/lucaswhodge
- https://www.linkedin.com/in/cecelia-gilliam-86339a252/
- HTTPS://WWW.MONUMENTWEALTHMANAGEMENT.COM
Official SEC filing: View on IAPD