MONUMENT GROUP WEALTH ADVISORS, LLC
CRD #111908 SEC #801-60480 CONCORD, MA 978-369-7705
SEC Registered
Total AUM
$578.8M
Discretionary
$578.8M
Employees
7
Clients
101
Accounts
644
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $578.8M | $578.8M | $0 | 7 | 1 |
| Jan 2025 | $535.6M | $535.6M | $0 | 7 | 1 |
| Nov 2024 | $535.6M | $535.6M | $0 | 6 | 1 |
| Oct 2024 | $535.6M | $535.6M | $0 | 6 | 1 |
| Jul 2024 | $535.6M | $535.6M | $0 | 8 | 1 |
| Apr 2024 | $535.6M | $535.6M | $0 | 6 | 1 |
| Mar 2024 | $535.6M | $535.6M | $0 | 6 | 1 |
| Oct 2023 | $429.4M | $423.3M | $6M | 6 | 1 |
| Mar 2023 | $429.4M | $423.3M | $6M | 6 | 1 |
| Mar 2023 | $429.4M | $423.3M | $6M | 6 | 1 |
| Jan 2023 | $456.4M | $449.6M | $6.8M | 5 | 0 |
| Nov 2022 | $456.4M | $449.6M | $6.8M | 4 | 0 |
| Aug 2022 | $456.4M | $449.6M | $6.8M | 4 | 0 |
| Aug 2022 | $456.4M | $449.6M | $6.8M | 3 | 0 |
| May 2022 | $456.4M | $449.6M | $6.8M | 4 | 0 |
| Apr 2022 | $456.4M | $449.6M | $6.8M | 5 | 0 |
| Mar 2022 | $456.4M | $449.6M | $6.8M | 5 | 0 |
| Jul 2021 | $377.7M | $372.3M | $5.4M | 4 | 0 |
| Mar 2021 | $377.7M | $372.3M | $5.4M | 4 | 0 |
| Mar 2021 | $377.7M | $372.3M | $5.4M | 4 | 0 |
| Jun 2020 | $350.8M | $345.4M | $5.4M | 5 | 1 |
| Mar 2020 | $350.8M | $345.4M | $5.4M | 5 | 1 |
| Jul 2019 | $276.9M | $271.8M | $5.1M | 4 | 0 |
| Apr 2019 | $276.9M | $271.8M | $5.1M | 4 | 0 |
| Mar 2019 | $276.9M | $271.8M | $5.1M | 4 | 0 |
| Jan 2019 | $293.5M | $275.3M | $18.2M | 4 | 0 |
| Mar 2018 | $293.5M | $275.3M | $18.2M | 4 | 0 |
| Sep 2017 | $236.3M | $216.8M | $19.4M | 4 | 26 |
| May 2017 | $236.3M | $216.8M | $19.4M | 2 | 26 |
| Mar 2017 | $236.3M | $216.8M | $19.4M | 3 | 26 |
| Sep 2016 | $219.6M | $202.3M | $17.3M | 3 | 26 |
| Apr 2016 | $219.6M | $202.3M | $17.3M | 3 | 26 |
| Mar 2016 | $219.6M | $202.3M | $17.3M | 3 | 26 |
| Mar 2015 | $223.3M | $205.6M | $17.7M | 5 | 26 |
| Mar 2015 | $223.3M | $205.6M | $17.7M | 5 | 26 |
| Mar 2014 | $212.5M | $195.8M | $16.8M | 2 | 26 |
| Mar 2014 | $212.5M | $195.8M | $16.8M | 2 | 26 |
| Jan 2014 | $184.7M | $171.1M | $13.6M | 3 | 26 |
| Dec 2013 | $184.7M | $171.1M | $13.6M | 3 | 26 |
| Sep 2013 | $184.7M | $171.1M | $13.6M | 3 | 26 |
| Sep 2013 | $184.7M | $171.1M | $13.6M | 3 | 26 |
| Jul 2013 | $184.7M | $171.1M | $13.6M | 3 | 26 |
| May 2013 | $184.7M | $171.1M | $13.6M | 3 | 26 |
| Apr 2013 | $184.7M | $171.1M | $13.6M | 3 | 26 |
| Mar 2013 | $184.7M | $171.1M | $13.6M | 3 | 26 |
| Sep 2012 | $185.4M | $122.4M | $63M | 1 | 26 |
| Apr 2012 | $185.4M | $122.4M | $63M | 1 | 26 |
| Apr 2012 | $185.4M | $122.4M | $63M | 1 | 26 |
| Mar 2012 | $185.4M | $183.9M | $1.5M | 1 | 26 |
| Apr 2011 | $203.9M | $201.4M | $2.5M | 5 | -- |
| Oct 2010 | $174.9M | $172.9M | $2M | 5 | -- |
| Apr 2010 | $174.9M | $172.9M | $2M | 5 | -- |
| Mar 2008 | $210.5M | $210.5M | $0 | 5 | -- |
| Mar 2007 | $161.7M | $161.7M | $0 | 5 | -- |
| Mar 2006 | $144.4M | $143.1M | $1.3M | 5 | -- |
| Jan 2005 | $160.3M | $160.3M | $0 | 5 | -- |
| Mar 2002 | $86.9M | $0 | $86.9M | 5 | -- |
| Aug 2001 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$578.8M
Discretionary$578.8M
Non-Disc.$0
Employees7
Clients1
DateJan 2025
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees7
Clients1
DateNov 2024
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees6
Clients1
DateOct 2024
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees6
Clients1
DateJul 2024
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees8
Clients1
DateApr 2024
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees6
Clients1
DateMar 2024
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees6
Clients1
DateOct 2023
Total AUM$429.4M
Discretionary$423.3M
Non-Disc.$6M
Employees6
Clients1
DateMar 2023
Total AUM$429.4M
Discretionary$423.3M
Non-Disc.$6M
Employees6
Clients1
DateMar 2023
Total AUM$429.4M
Discretionary$423.3M
Non-Disc.$6M
Employees6
Clients1
DateJan 2023
Total AUM$456.4M
Discretionary$449.6M
Non-Disc.$6.8M
Employees5
Clients0
DateNov 2022
Total AUM$456.4M
Discretionary$449.6M
Non-Disc.$6.8M
Employees4
Clients0
DateAug 2022
Total AUM$456.4M
Discretionary$449.6M
Non-Disc.$6.8M
Employees4
Clients0
DateAug 2022
Total AUM$456.4M
Discretionary$449.6M
Non-Disc.$6.8M
Employees3
Clients0
DateMay 2022
Total AUM$456.4M
Discretionary$449.6M
Non-Disc.$6.8M
Employees4
Clients0
DateApr 2022
Total AUM$456.4M
Discretionary$449.6M
Non-Disc.$6.8M
Employees5
Clients0
DateMar 2022
Total AUM$456.4M
Discretionary$449.6M
Non-Disc.$6.8M
Employees5
Clients0
DateJul 2021
Total AUM$377.7M
Discretionary$372.3M
Non-Disc.$5.4M
Employees4
Clients0
DateMar 2021
Total AUM$377.7M
Discretionary$372.3M
Non-Disc.$5.4M
Employees4
Clients0
DateMar 2021
Total AUM$377.7M
Discretionary$372.3M
Non-Disc.$5.4M
Employees4
Clients0
DateJun 2020
Total AUM$350.8M
Discretionary$345.4M
Non-Disc.$5.4M
Employees5
Clients1
DateMar 2020
Total AUM$350.8M
Discretionary$345.4M
Non-Disc.$5.4M
Employees5
Clients1
DateJul 2019
Total AUM$276.9M
Discretionary$271.8M
Non-Disc.$5.1M
Employees4
Clients0
DateApr 2019
Total AUM$276.9M
Discretionary$271.8M
Non-Disc.$5.1M
Employees4
Clients0
DateMar 2019
Total AUM$276.9M
Discretionary$271.8M
Non-Disc.$5.1M
Employees4
Clients0
DateJan 2019
Total AUM$293.5M
Discretionary$275.3M
Non-Disc.$18.2M
Employees4
Clients0
DateMar 2018
Total AUM$293.5M
Discretionary$275.3M
Non-Disc.$18.2M
Employees4
Clients0
DateSep 2017
Total AUM$236.3M
Discretionary$216.8M
Non-Disc.$19.4M
Employees4
Clients26
DateMay 2017
Total AUM$236.3M
Discretionary$216.8M
Non-Disc.$19.4M
Employees2
Clients26
DateMar 2017
Total AUM$236.3M
Discretionary$216.8M
Non-Disc.$19.4M
Employees3
Clients26
DateSep 2016
Total AUM$219.6M
Discretionary$202.3M
Non-Disc.$17.3M
Employees3
Clients26
DateApr 2016
Total AUM$219.6M
Discretionary$202.3M
Non-Disc.$17.3M
Employees3
Clients26
DateMar 2016
Total AUM$219.6M
Discretionary$202.3M
Non-Disc.$17.3M
Employees3
Clients26
DateMar 2015
Total AUM$223.3M
Discretionary$205.6M
Non-Disc.$17.7M
Employees5
Clients26
DateMar 2015
Total AUM$223.3M
Discretionary$205.6M
Non-Disc.$17.7M
Employees5
Clients26
DateMar 2014
Total AUM$212.5M
Discretionary$195.8M
Non-Disc.$16.8M
Employees2
Clients26
DateMar 2014
Total AUM$212.5M
Discretionary$195.8M
Non-Disc.$16.8M
Employees2
Clients26
DateJan 2014
Total AUM$184.7M
Discretionary$171.1M
Non-Disc.$13.6M
Employees3
Clients26
DateDec 2013
Total AUM$184.7M
Discretionary$171.1M
Non-Disc.$13.6M
Employees3
Clients26
DateSep 2013
Total AUM$184.7M
Discretionary$171.1M
Non-Disc.$13.6M
Employees3
Clients26
DateSep 2013
Total AUM$184.7M
Discretionary$171.1M
Non-Disc.$13.6M
Employees3
Clients26
DateJul 2013
Total AUM$184.7M
Discretionary$171.1M
Non-Disc.$13.6M
Employees3
Clients26
DateMay 2013
Total AUM$184.7M
Discretionary$171.1M
Non-Disc.$13.6M
Employees3
Clients26
DateApr 2013
Total AUM$184.7M
Discretionary$171.1M
Non-Disc.$13.6M
Employees3
Clients26
DateMar 2013
Total AUM$184.7M
Discretionary$171.1M
Non-Disc.$13.6M
Employees3
Clients26
DateSep 2012
Total AUM$185.4M
Discretionary$122.4M
Non-Disc.$63M
Employees1
Clients26
DateApr 2012
Total AUM$185.4M
Discretionary$122.4M
Non-Disc.$63M
Employees1
Clients26
DateApr 2012
Total AUM$185.4M
Discretionary$122.4M
Non-Disc.$63M
Employees1
Clients26
DateMar 2012
Total AUM$185.4M
Discretionary$183.9M
Non-Disc.$1.5M
Employees1
Clients26
DateApr 2011
Total AUM$203.9M
Discretionary$201.4M
Non-Disc.$2.5M
Employees5
Clients--
DateOct 2010
Total AUM$174.9M
Discretionary$172.9M
Non-Disc.$2M
Employees5
Clients--
DateApr 2010
Total AUM$174.9M
Discretionary$172.9M
Non-Disc.$2M
Employees5
Clients--
DateMar 2008
Total AUM$210.5M
Discretionary$210.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$161.7M
Discretionary$161.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$144.4M
Discretionary$143.1M
Non-Disc.$1.3M
Employees5
Clients--
DateJan 2005
Total AUM$160.3M
Discretionary$160.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$86.9M
Discretionary$0
Non-Disc.$86.9M
Employees5
Clients--
DateAug 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--