MONUMENT WEALTH MANAGEMENT

1940 Duke Street
Suite 6100
Alexandria, Virginia 22314
Tel: 703-504-9600

About MONUMENT WEALTH MANAGEMENT

MONUMENT WEALTH MANAGEMENT, formally registered with the SEC as MONUMENT WEALTH MANAGEMENT. The firm was established in 06/15/2012. They have over 6 offices throughout the country.

MONUMENT WEALTH MANAGEMENT is a Alexandria, Virginia based Financial Planning firm with nearly $433,823,870 assets under management, offering retirement planning & investment advisory services to 826 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159882
SEC#	801-76802
Assets Managed by Firm	$433,823,870
No. of Clients	826
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	826	$433,823,870
Individuals (other than high net worth individuals)	99	$31,784,633
High net worth individuals	107	$402,039,237

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