# Monument Wealth Management

Monument Wealth Management is a Bank / Wealth / Trust based in Alexandria, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Alexandria, United States
- **Region:** North America
- **Address:** Alexandria, VA, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** www.monumentwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/1137603

## Regulatory record

- **CRD number:** 159882
- **SEC file number:** 801-76802
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159882

## About

Monument Wealth Management is an SEC-registered investment adviser in Alexandria, VA, since 2012. The firm manages $532 million in assets, $517 million on a discretionary basis. It has 11 employees and 8 investment advisers.

## Questions

### What type of client does Monument Wealth Management typically serve?

Monument targets high-net-worth families, private business owners, and professionals in the Greater Washington, D.C. area — particularly those experiencing liquidity events from selling operating companies, concentrated stock positions, or partnership distributions. The firm's advisory model is built around tax-aware transition of lump-sum capital into long-term investment portfolios, rather than recurring paycheck-to-savings accumulation.

### Does Monument manage money directly or act as a gatekeeper to outside managers?

Monument operates as an RIA with discretionary management authority, building and rebalancing portfolios directly for its clients. For private-market allocations, the firm functions as a gatekeeper — sourcing and vetting fund commitments — rather than deploying capital as a direct investor. Public-equity portfolios are managed in-house.

### What is Monument's geographic focus?

The firm operates exclusively from a single office in Alexandria, Virginia, and serves families concentrated in the Northern Virginia, Washington, D.C., and suburban Maryland corridor. Its networking, client referrals, and market intelligence derive from the federal-contracting, legal, and technology ecosystems native to this region rather than a national retail footprint.

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Last updated: 2026-06-03T20:00:00.000Z

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