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MONUMENT GROUP WEALTH ADVISORS, LLC
CRD 111908File 801-60480
APPROVED
Retail clients
Custody
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$678.9M
Above cohort median (national)
Discretionary AUM
$678.9M
Clients
170
702 accounts
Employees
7
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 14, 2001
- Principal office
- 801 MAIN STREET, SUITE 14, CONCORD, MA, 01742
- Phone
- 978-369-7705
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $678.9M
- Discretionary AUM
- $678.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 702
- Non-discretionary accounts
- 0
- Total accounts
- 702
- AUM per client
- $4.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $892K |
| High net worth individuals | 149 | $668.3M |
| Individuals (other than high net worth individuals) | 20 | $9.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 173 | 170 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.