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The Lee Christopher McGowan 2005 Trust Dated August 5, 2005

Managing MemberMonument Group Wealth Advisors, LLC

About The Lee Christopher McGowan 2005 Trust Dated August 5, 2005

The Lee Christopher McGowan 2005 Trust Dated August 5, 2005 is listed as Managing Member at Monument Group Wealth Advisors, LLC in Concord, MA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Monument Group Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does The Lee Christopher McGowan 2005 Trust Dated August 5, 2005 work?

The Lee Christopher McGowan 2005 Trust Dated August 5, 2005 is listed as Managing Member at Monument Group Wealth Advisors, LLC on SEC Form ADV.

How much of Monument Group Wealth Advisors, LLC does The Lee Christopher McGowan 2005 Trust Dated August 5, 2005 own?

Form ADV reports a beneficial ownership band of 25-50%.

Monument Group Wealth Advisors, LLC

TitleManaging Member
Ownership25-50%
Control personYes
Since2017
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