MONUMENT GROUP WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$678,889,192
Discretionary
$678,889,192
Non-discretionary
$0
Firm details
- CRD number
- 111908
- SEC file number
- 801-60480
- Main office
- CONCORD, MA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.