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MONUMENT GROUP WEALTH ADVISORS, LLC

CONCORD, MA · CRD 111908 · IAPD ↗ · monumentgroupcompanies.com · 978-369-7705

$678.9MRegulatory AUM
3Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
February 2025 — MONUMENT GROUP WEALTH ADVISORS, LLC changed its website from monumentgroupwealth.com to monumentgroupcompanies.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
February 2025 — MONUMENT GROUP WEALTH ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — MONUMENT GROUP WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($429.4M -> $535.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.