Monument Group Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Concord, MA. Its latest Form ADV filing, dated April 20, 2026, reports $679M in regulatory assets under management, 7 employees, 1 office, and 702 accounts.
Assets Under Management
$679M
Employees
7
Offices
1 office
Total Clients
173
Primary office
CONCORD, MA
801 MAIN STREET, SUITE 14, CONCORD, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 86.1% of total clients.
Top client categories% of clientsClients
1
HNWI
86.1%
149
2
Individuals
11.6%
20
3
FINANCIAL PLANNING CLIENT (NO AUM)
1.7%
3
4
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$679Mas of April 20, 2026
Discretionary100.0%
$679M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$679M
Total Accounts702
10Y AUM Change+$443M (+187.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee25:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.