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 registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee model combines percentage‑of‑AUM billing with fixed fees. Monument identifies as an active ESG investor and reports allocating capital to outside managers rather than operating as a multi‑strategy fund sponsor. The firm was SEC‑registered in 2012 and is owner‑managed. Its advisory activities emphasize tailored wealth management rather than institutional pension consulting or related‑adviser structures.
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 9
David 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 71Active vs passive
$185M in ETFs
98%
$182M
1%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $10.4M | 84,048 | 5.63% |
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
Similar firms
Avenir Corporation
RIAAlexandria, VA
Westbourne Investments, Inc.
RIAAlexandria, VA
Retirement Planology, Inc.
RIAAlexandria, VA
Rockbridge Asset Management, LLC
RIAAlexandria, VA
Mcginn Penninger Investment Management Inc.
RIAAlexandria, VA
DC Capital Partners Management, L.P.
RIAAlexandria, VA