MONUMENT WEALTH MANAGEMENT
Firm details
- Headquarters
- ALEXANDRIA, Virginia
- CRD number
- 159882
- Registered since
- June 15, 2012
- Website
- www.mcmgmtllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.08%
- Individuals7.92%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Monument Wealth Management is an independent RIA formed in 2012 that focuses on serving individuals and families with fee-based financial planning and portfolio management. The firm operates as a capital allocator, combining direct equity exposure with third-party fund allocations and advisor selection. Monument favors equities as its primary exposure—exchange-traded equities represent its largest asset bucket—but it also integrates active ESG considerations into portfolio construction. Fee arrangements include a percentage of AUM and fixed-fee engagements. Typical advisory services listed include financial planning, portfolio management for individuals and small businesses, and selection of other advisers, which signals a hybrid model that blends discretionary portfolio management with outsourced-manager oversight when appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents5%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
Contacts
3 of 9DAVID ARMSTRONG
President, Co-FounderCRD 4032241
EMILY HARPER
Vice PresidentCRD 5981439
Bianca San
Private Wealth AdvisorCRD 6978728
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$150M in ETFs
98%
$146M
1%
$3.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $8.4M | 58,982 | 5.62% |
Location
ALEXANDRIA, VA
ALEXANDRIA CITY
Location
ALEXANDRIA, VA
Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ALEXANDRIA CITY
- Address
- 1940 Duke St
- Time zone
- ET (UTC-5)
- Office locations
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