| Name | Title | Ownership | Since |
|---|---|---|---|
| Byron Ewart Woodman Control | Founder And Ceo | Under 5% | 2020 |
| Lee Christopher McGowan Control | President, Chief Compliance Officer & Senior Wealth Advisor | Under 5% | 2013 |
| The Byron Ewart Woodman Trust of 1992 Control | Managing Member | 50-75% | 2015 |
Monument Group Wealth Advisors, LLC reports $578.8 million in regulatory assets under management on its Form ADV.
Monument Group Wealth Advisors, LLC reports 7 employees.
Monument Group Wealth Advisors, LLC is based in Concord, MA and has been SEC-registered since 2001.
Monument Group Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 801 Main Street, Suite 14, Concord, MA 01742 |
| Phone | 978-369-7705 |
| Fax | 978-287-4208 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $578.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $578.8M |