Monument Wealth Management
Monument Wealth Management is an SEC-registered wealth manager in Alexandria, VA with $531.7M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Monument Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159882, SEC 801-76802, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $531.7M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Alexandria, VA
- Employees
- 11
- Clients
- 215
- CRD
- 159882
- Ownership
- ARMSTRONG, DAVID, BRUCE; CATINO, DEAN, JOSEPH; LEE, TIM, ROBINSON; Harper, Emily, M; MICKEY, TIMOTHY, STUART
How much AUM does Monument Wealth Management have?
Monument Wealth Management reported $531.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Monument Wealth Management?
Disclosed owners and executives of Monument Wealth Management include ARMSTRONG, DAVID, BRUCE, CATINO, DEAN, JOSEPH, LEE, TIM, ROBINSON, Harper, Emily, M, MICKEY, TIMOTHY, STUART. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.