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| Monument Group Wealth Advisors LLC
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|---|---|
| CRD # | 111908 |
| SEC # | 801-60480 |
| CIK # | 0001965665 |
| AUM | 678.9 M (2026-05-22) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 978-369-7705 |
| Address | 801 Main Street Concord, MA 01742 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.8 | ||
| Nvidia Corp | 0.3 | ||
| Merck & Co Inc | 0.3 | ||
| United Technologies Corp /DE/ | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 9.7 |
| (b) Individuals (high net worth individuals) | 149 | 668.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 3 | 0.0 |
| Total | 702 | 678.9 |
| By Discretionary | ||
| Discretionary | 702 | 678.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 702 | 678.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.9 | |
| United States Persons | 675.0 | |
| Total | 702 | 678.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965665] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Eagle Bay Advisors LLC
✚
|
NY | 680.8 M |
|
Bryant Woods Investment Advisors LLC
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|
NY | 679.7 M |
|
Saxon Interests Inc
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|
TX | 679.1 M |
|
Signal Securities Inc
✚
|
TX | 679.1 M |
|
Thor Investment Management Inc
✚
|
OH | 678.7 M |
|
Hudson Value Partners LLC
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|
FL | 678.3 M |
|
Hyposwiss Advisors Sa
✚
|
678.3 M | |
|
MTM Investment Management LLC
✚
|
SC | 678.1 M |
|
Carderock Capital Management Inc
✚
|
MD | 677.0 M |
|
Leverty Financial Group LLC
✚
|
WI | 676.8 M |