Hedge Fund Database

MONUMENT GROUP WEALTH ADVISORS, LLC

Adviser information for MONUMENT GROUP WEALTH ADVISORS, LLC last updated from Form ADV on March 20th, 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 Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 625 $535.6M
Non-Discretionary 0 $0
Total 625 $535.6M

Clients

Type Number RAUM
Individuals 45 $20.8M
HNW Individuals 122 $514.3M
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 1 $476,212
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 3 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-60480
SEC ERA File Number 801-60480
SEC CIK Numbers 1965665
SEC CRD Numbers 111908
Legal Entity Identifier None

Principal Office

801 MAIN STREET
SUITE 14
CONCORD
MA
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 978-369-7705, Fax: 978-287-4208

Websites

www.monumentgroupwealth.com/ www.monumentgroupcompanies.com/

Chief Compliance Officer

LEE C. MCGOWAN
PRESIDENT, CHIEF COMPLIANCE OFFICER & SENIOR WEALTH ADVISOR
801 MAIN STREET
SUITE 14
CONCORD
MA
United States
Tel: 978-369-7705
Fax: 978-287-4208
(Full email address available in API data)

Industry Affiliates

MONUMENT GROUP TAX ADVISORS LLC Accountant or accounting firm
WOODMAN & EATON, PC Lawyer or law firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MCGOWAN, LEE, CHRISTOPHER Individual – PRESIDENT, CHIEF COMPLIANCE OFFICER & SENIOR WEALTH ADVISOR 07/2013 < 5%
WOODMAN, BYRON, EWART Individual THE BYRON EWART WOODMAN TRUST OF 1992 TRUSTEE 01/1992 > 75%
THE BYRON EWART WOODMAN TRUST OF 1992 Domestic Entity – MANAGING MEMBER 06/2015 50-75%
THE LEE CHRISTOPHER MCGOWAN 2005 TRUST DATED AUGUST 5, 2005 Domestic Entity – MANAGING MEMBER 01/2017 25-50%
MCGOWAN, LEE, CHRISTOPHER Individual THE LEE CHRISTOPHER MCGOWAN 2005 TRUST DATED AUGUST 5, 2005 CHIEF COMPLIANCE OFFICER AND PRESIDENT 08/2005 > 75%
WOODMAN, BYRON, EWART Individual – FOUNDER AND CEO 03/2020 < 5%

No. Employees, Historic

105020192020202120222023202420254 on 4/15/20194 on 7/31/20195 on 3/24/20205 on 6/29/20204 on 3/22/20214 on 3/31/20214 on 7/23/20215 on 3/25/20225 on 4/4/20224 on 5/2/20223 on 8/23/20224 on 8/29/20224 on 11/2/20225 on 1/9/20236 on 3/7/20236 on 3/24/20236 on 10/5/20236 on 3/20/2024

RAUM, Historic

600M300M02019202020212022202320242025276909117 on 4/15/2019276909117 on 7/31/2019350780458 on 3/24/2020350780458 on 6/29/2020377686931 on 3/22/2021377686931 on 3/31/2021377686931 on 7/23/2021456366228 on 3/25/2022456366228 on 4/4/2022456366228 on 5/2/2022456366228 on 8/23/2022456366228 on 8/29/2022456366228 on 11/2/2022456366228 on 1/9/2023429359466 on 3/7/2023429359466 on 3/24/2023429359466 on 10/5/2023535577652 on 3/20/2024

No. Clients, Historic

20010002019202020212022202320242025101 on 4/15/2019101 on 7/31/2019107 on 3/24/2020107 on 6/29/2020117 on 3/22/2021117 on 3/31/2021117 on 7/23/2021138 on 3/25/2022138 on 4/4/2022138 on 5/2/2022138 on 8/23/2022138 on 8/29/2022138 on 11/2/2022138 on 1/9/2023149 on 3/7/2023149 on 3/24/2023149 on 10/5/2023171 on 3/20/2024

Holdings

From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL C 376K 2K –
AMERICAN CENTY ETF TR US EQT ETF 702K 8K –
APPLE INC COM 1M 6K –
AUTOMATIC DATA PROCESSING IN COM 205K 859 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 297K 731 –
COCA COLA CO COM 688K 11K –
COSTCO WHSL CORP NEW COM 208K 245 –
DIMENSIONAL ETF TRUST US REAL ESTATE E 724K 33K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 379K 10K –
DIMENSIONAL ETF TRUST US TARGETED VLU 468K 9K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 6M 250K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 23M 767K –
DIMENSIONAL ETF TRUST INTERNATIONAL 202K 6K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 68M 2M –
DIMENSIONAL ETF TRUST US SUSTAINABILTY 966K 28K –
EXXON MOBIL CORP COM 571K 5K –
FIRST TR MORNINGSTAR DIVID L SHS 393K 10K –
FLEXSHARES TR STOX US ESG SLCT 305K 2K –
INTERNATIONAL BUSINESS MACHS COM 313K 2K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 245K 1K –
ISHARES TR EAFE SML CP ETF 1M 21K –
ISHARES TR CORE S&P500 ETF 495K 905 –
JOHNSON & JOHNSON COM 214K 1K –
JPMORGAN CHASE & CO. COM 353K 2K –
MCDONALDS CORP COM 252K 989 –
MERCK & CO INC COM 313K 3K –
MICROSOFT CORP COM 826K 2K –
NUSHARES ETF TR NUVEEN ESG LRGCP 298K 4K –
PUBLIC SVC ENTERPRISE GRP IN COM 232K 3K –
SPDR INDEX SHS FDS MSCI ACWI CLMTE 201K 6K –
SPDR S&P 500 ETF TR TR UNIT 330K 606 –
STRYKER CORPORATION COM 540K 2K –
THERMO FISHER SCIENTIFIC INC COM 442K 800 –
VANGUARD BD INDEX FDS SHORT TRM BOND 875K 11K –
VANGUARD INDEX FDS SM CP VAL ETF 1M 6K –
VANGUARD INDEX FDS SMALL CP ETF 3M 12K –
VANGUARD INDEX FDS VALUE ETF 3M 17K –
VANGUARD INDEX FDS TOTAL STK MKT 16M 58K –
VANGUARD INDEX FDS GROWTH ETF 335K 897 –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 2M 49K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 606K 10K –
VANGUARD STAR FDS VG TL INTL STK F 304K 5K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 9M 192K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 208K 2K –
VANGUARD WORLD FD MEGA GRWTH IND 319K 1K –
VANGUARD WORLD FD MEGA CAP INDEX 323K 2K –
WILLIS TOWERS WATSON PLC LTD SHS 791K 3K –
WISDOMTREE TR US HIGH DIVIDEND 348K 4K –