Monument Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alexandria, VA. Its latest Form ADV filing, dated March 24, 2026, reports $532M in regulatory assets under management, 11 employees, 8 offices, and 841 accounts.
Assets Under Management
$532M
Employees
11
Offices
8 offices
Total Clients
215
Primary office
ALEXANDRIA, VA
1940 DUKE STREET, SUITE 6100, ALEXANDRIA, VA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.2% of total clients.
Top client categories% of clientsClients
1
Individuals
51.2%
110
2
HNWI
48.8%
105
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$532Mas of March 24, 2026
Discretionary97.2%
$517M
97% of total RAUM97.2%
Non-discretionary2.8%
$15M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$532M
Total Accounts841
10Y AUM Change+$284M (+114.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee20:1
10Y Employee Change+2 (+22.2%)
* 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.