Monument Group Wealth Advisors, LLC
● SEC registered since 2001CRD 111908SEC# 801-60480Concord, MA
Reg. AUM
$678.9M
Employees
7
Accounts
702
Location
Concord, MA
Monument Group Wealth Advisors, LLC assets under management
Monument Group Wealth Advisors, LLC is an SEC-registered investment adviser based in Concord, MA. The firm has been registered since 2001. It reports $678.9 million in regulatory assets under management and employs 7 people.
Monument Group Wealth Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Byron Ewart Woodman Control | Founder And Ceo | Under 5% | 2020 |
| Lee Christopher McGowan Control | President, Chief Compliance Officer & Senior Wealth Advisor | Under 5% | 2013 |
| The Byron Ewart Woodman Trust of 1992 Control | Managing Member | 25-50% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Monument Group Wealth Advisors, LLC manage?
Monument Group Wealth Advisors, LLC reports $678.9 million in regulatory assets under management on its Form ADV.
How many employees does Monument Group Wealth Advisors, LLC have?
Monument Group Wealth Advisors, LLC reports 7 employees.
Where is Monument Group Wealth Advisors, LLC located?
Monument Group Wealth Advisors, LLC is based in Concord, MA and has been SEC-registered since 2001.
Does Monument Group Wealth Advisors, LLC disclose fund performance?
Monument Group Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 801 Main Street, Suite 14, Concord, MA 01742 |
| Phone | 978-369-7705 |
| Fax | 978-287-4208 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$678.9M▲ 27%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$678.9Mregulatory AUM
Discretionary $678.9M