SEC Form ADV · CIK 1729428

MONUMENT WEALTH MANAGEMENT

Registered Investment AdviserVA
$531.7M
Assets Under Management
841
Total Clients
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Registration Details

CIK
1729428
Accession
CRD-159882
Location
ALEXANDRIA, VA
Filing Date
March 24, 2026
AUM
$531.7M
Total Clients
841
Amendment
No

About this Adviser

MONUMENT WEALTH MANAGEMENT is a registered investment adviser headquartered in ALEXANDRIA, VA, managing approximately $531.7M in assets across 841 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.