LP Profile

Monument Wealth Management

Also known as monument wealth

Wealth ManagerAlexandria, United StatesFounded 2008
$130M
Assets Under Management
Alexandria
Headquarters
Investment Focus

About Monument Wealth Management

Our Team at Monument Wealth Management takes a collaborative approach to create your Private Wealth Design, providing you clarity and a sense of security.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Monument Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$531.7M
Total Clients
841
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Monument Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Monument Wealth Management?

Monument Wealth Management is a wealth manager based in Alexandria, United States, managing approximately $130M in assets.

Where is Monument Wealth Management headquartered?

Monument Wealth Management is headquartered in Alexandria, United States.

How much does Monument Wealth Management manage?

Monument Wealth Management manages approximately $130M in assets under management.

When was Monument Wealth Management founded?

Monument Wealth Management was founded in 2008.

How can I contact Monument Wealth Management?

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