Monument Wealth Management
Firm details
- Headquarters
- Alexandria, Virginia
- CRD number
- 159882
- Registered since
- June 15, 2012
- Website
- monumentwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.15%
- Individuals7.85%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Monument Wealth Management is an independent registered investment advisory firm organized as an LLC and owned by an individual. The firm is SEC-registered (registration year 2012) and positions itself as a capital allocator serving individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include both percentage-of-AUM and fixed-fee structures, and the firm identifies as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$175M in ETFs
99%
$172M
1%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $9.9M | 35,497 | 5.64% |
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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