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| Monument Group Wealth Advisors LLC
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| |
|---|---|
| CRD # | 111908 |
| SEC # | 801-60480 |
| CIK # | 0001965665 |
| AUM | $535.6 MM (2024-07-30) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 978-369-7705 |
| Address | 801 Main Street Concord, MA 01742 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 1.3 | |
| MSFT | 1,918,222.4 | 0.8 | |
| WTW | 22,182.8 | 0.8 | |
| KO | 269,985.6 | 0.7 | |
| XOM | 385,508.3 | 0.6 | |
| SYK | 74,798.9 | 0.5 | |
| TMO | 209,733.6 | 0.4 | |
| GOOG | 1,482,566.4 | 0.4 | |
| JPM | 340,169.2 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 20.8 |
| (b) Individuals (high net worth individuals) | 122 | 514.3 |
| (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 | 0.5 |
| (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 | 625 | 535.6 |
| By Discretionary | ||
| Discretionary | 625 | 535.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 625 | 535.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.2 | |
| United States Persons | 530.4 | |
| Total | 625 | 535.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001965665] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parker Investment Management LLC
✚
|
CA | 0.5 |
|
Marietta Investment Partners LLC
✚
|
WI | 0.5 |
|
Wealth Advisory Solutions LLC
✚
|
IN | 0.5 |
|
Saxon Interests Inc
✚
|
TX | 0.5 |
|
Stablepoint Partners LLC
✚
|
MA | 0.5 |
|
BKM Wealth Management LLC
✚
|
WI | 0.5 |
|
Keystone Wealth Services LLC
✚
|
CA | 0.5 |
|
The Watchman Group Inc
✚
|
TX | 0.5 |
|
Capital Resource Management Inc
✚
|
IL | 0.5 |
|
Zenith AM
✚
|
0.5 |