Monument Wealth Management
Firm details
- Headquarters
- Alexandria, Virginia
- CRD number
- 159882
- Registered since
- June 15, 2012
- Website
- monumentwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.15%
- Individuals7.85%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Monument Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2012. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. Monument charges a mix of percentage-of-assets and fixed fees and positions itself as a capital allocator—sourcing and allocating client capital to third‑party managers when appropriate. The firm reports being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents5%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
Contacts
3 of 9
Dean Catino
President, Co-FounderCRD 4452905
David Armstrong
President, Co-FounderCRD 4032241
Nathan Tonsager
Portfolio Management AssociateCRD 6344030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$185M in ETFs
98%
$182M
1%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $10.4M | 84,048 | 5.63% |
Location
Alexandria, VA
Alexandria City
Location
Alexandria, VA
Headquartered in Alexandria, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Alexandria City
- Address
- 1940 Duke St
- Time zone
- ET (UTC-5)
- Office locations
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