BRIDGEMARK WEALTH MANAGEMENT
MONUMENTAL FINANCIAL GROUP INC. Legal Name
Adviser information for BRIDGEMARK WEALTH MANAGEMENT last updated from Form ADV on February 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 898 | $216.3M |
| Non-Discretionary | 0 | $0 |
| Total | 898 | $216.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 327 | $125.9M |
| HNW Individuals | 49 | $90.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Insurance broker or agent |
Principal Office
1 RESEARCH COURTSUITE 240
ROCKVILLE
MD
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (301) 850-0680, Fax: (301) 804-2030
Chief Compliance Officer
IAN MEIKSINS
36 W PIKE ST
FLOOR TWO
COVINGTON
KY
United States
Tel:
2027536940
I********@**********************M
(Full email address available in API data)
Regulatory Contact
WINTER TROXEL
PRESIDENT
1 RESEARCH COURT
SUITE 240
ROCKVILLE
MD
United States
Tel:
(301) 850-0680
Fax:
(301) 804-2030
D*******@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TROXEL, WINTER, ANDREW | Individual | – | PRESIDENT | 11/2011 | > 75% |
| King, Rebeka, Lynn | Individual | – | MEMBER | 04/2021 | 10-25% |
| Meiksins, Ian, Disbrow | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AGILENT TECHNOLOGIES INC | COM | 1M | 8K | – |
| ALPHABET INC | CAP STK CL C | 3M | 9K | – |
| ANALOG DEVICES INC | COM | 1M | 5K | – |
| APPLE INC | COM | 1M | 5K | – |
| COSTAR GROUP INC | COM | 831K | 11K | – |
| DEERE & CO | COM | 887K | 2K | – |
| ELI LILLY & CO | COM | 2M | 2K | – |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | 18M | 217K | – |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 7M | 103K | – |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 3M | 77K | – |
| HOME DEPOT INC | COM | 1M | 3K | – |
| INTUIT | COM | 1M | 2K | – |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 12M | 63K | – |
| ISHARES TR | CORE S&P500 ETF | 28M | 51K | – |
| ISHARES TR | ESG AWARE MSCI | 626K | 15K | – |
| ISHARES TR | ESG SCRND S&P500 | 1M | 27K | – |
| ISHARES TR | FLTG RATE NT ETF | 10M | 200K | – |
| ISHARES TR | IBDS DEC28 ETF | 9M | 377K | – |
| ISHARES TR | IBONDS 26 TRM TS | 14M | 634K | – |
| ISHARES TR | IBONDS 28 TR HI | 687K | 30K | – |
| ISHARES TR | IBONDS DEC 2030 | 14M | 670K | – |
| ISHARES TR | MSCI INTL QUALTY | 3M | 66K | – |
| ISHARES TR | MSCI USA QLT FCT | 27M | 161K | – |
| LOWES COS INC | COM | 981K | 4K | – |
| MASTERCARD INCORPORATED | CL A | 1M | 2K | – |
| MICROSOFT CORP | COM | 1M | 3K | – |
| MSCI INC | COM | 957K | 2K | – |
| PAYCHEX INC | COM | 999K | 8K | – |
| STARBUCKS CORP | COM | 774K | 10K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 2M | 9K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 973K | 2K | – |
| TRACTOR SUPPLY CO | COM | 1M | 4K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 13M | 174K | – |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 233K | 5K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 449K | 1K | – |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 6M | 102K | – |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 738K | 13K | – |
| VANGUARD WORLD FD | CONSUM STP ETF | 7M | 34K | – |
| VANGUARD WORLD FD | INF TECH ETF | 28M | 49K | – |
| VISA INC | COM CL A | 1M | 5K | – |
| WASTE MGMT INC DEL | COM | 498K | 2K | – |