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| Happy Holidays!! thanks for using AUM13F!! |
| Monument Group Wealth Advisors LLC
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|---|---|
| CRD # | 111908 |
| SEC # | 801-60480 |
| CIK # | 0001965665 |
| AUM | $578.8 M (2025-03-18) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 978-369-7705 |
| Address | 801 Main Street Concord, MA 01742 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.2 | ||
| Coca Cola Co | 0.8 | ||
| Microsoft Corp | 0.7 | ||
| Stryker Corp | 0.6 | ||
| Exxon Mobil Corp | 0.6 | ||
| International Business Machines Corp | 0.5 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Facebook Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 13.1 |
| (b) Individuals (high net worth individuals) | 136 | 565.0 |
| (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 | 0.7 |
| (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 | 644 | 578.8 |
| By Discretionary | ||
| Discretionary | 644 | 578.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 644 | 578.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.5 | |
| United States Persons | 573.3 | |
| Total | 644 | 578.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965665] |
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|---|---|---|
|
Dempsey Lord Smith LLC
✚
|
GA | 0.6 |
|
McDonald Financial Services LLC
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AL | 0.6 |
|
Rowling & Associates LLC
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CA | 0.6 |
|
Sarasin Asset Management Limited
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|
0.6 | |
|
East End Financial Group Inc
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NY | 0.6 |
|
EWG Elevate Inc
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CA | 0.6 |
|
Investors Research Corporation
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|
GA | 0.6 |
|
LSY Inc
✚
|
CA | 0.6 |
|
Wealth Care LLC
✚
|
0.6 | |
|
TLWM LLC
✚
|
TX | 0.6 |