MONUMENT GROUP WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2001

Total AUM

$679M

Discretionary

$679M

100% of AUM

Avg account

$967K

Accounts

702

Employees

Advisory reps

Firm details

Headquarters: CONCORD, Massachusetts
CRD number: 111908
Registered since: August 14, 2001
Website: www.monumentgroupwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.44%
Individuals1.43%
Charitable Organizations0.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Monument Group Wealth Advisors, LLC is an independent, SEC-registered RIA that acts as a capital allocator to both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and also performs manager selection for third-party advisers. Its billing options include a percentage of assets under management as well as hourly and fixed-fee arrangements. Monument Group does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm lists professional relationships with accountants and law firms, which suggests it coordinates tax, legal and planning work as part of its advisory offering.