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MONUMENT WEALTH MANAGEMENT

ALEXANDRIA, VA · CRD 159882 · IAPD ↗ · 703-504-9600

$648.4MRegulatory AUM
9Advisory reps
11Employees
2Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MONUMENT WEALTH MANAGEMENT crossed $500M in regulatory AUM ($465.1M -> $531.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — MONUMENT WEALTH MANAGEMENT notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — MONUMENT WEALTH MANAGEMENT added office(s): 5 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
December 2024 — MONUMENT WEALTH MANAGEMENT notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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