Monument Group Wealth Advisors, LLC
Monument Group Wealth Advisors, LLC is an SEC-registered wealth manager in Concord, MA with $678.9M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Monument Group Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111908, SEC 801-60480, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $678.9M (2026-05-22)
- Firm type
- Wealth Manager
- Location
- Concord, MA
- Employees
- 7
- Clients
- 173
- CRD
- 111908
- Ownership
- WOODMAN, BYRON, EWART; EATON, WILLIAM, LAWRENCE; HUFFMAN, MARK, GORDON; MCGOWAN, LEE, CHRISTOPHER; THE LEE CHRISTOPHER MCGOWAN 2005 TRUST DATED AUGUST 5, 2005
How much AUM does Monument Group Wealth Advisors, LLC have?
Monument Group Wealth Advisors, LLC reported $678.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Monument Group Wealth Advisors, LLC?
Disclosed owners and executives of Monument Group Wealth Advisors, LLC include WOODMAN, BYRON, EWART, EATON, WILLIAM, LAWRENCE, HUFFMAN, MARK, GORDON, MCGOWAN, LEE, CHRISTOPHER, THE LEE CHRISTOPHER MCGOWAN 2005 TRUST DATED AUGUST 5, 2005. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.