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Monument Wealth Management CRD 159882
$648M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1940 Duke Street Suite 6100, Alexandria, VA 22314 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-28 |
| VA | RA | APPROVED | 2022-02-28 |
Branch Locations
Alexandria, VA • United States
1940 Duke Street Suite 6100, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monument Wealth Management | Alexandria | VA | 02/2015 | Present |
| Combined Cathedral Crews Rowing Club | Washington | DC | 01/2013 | 01/2018 |
| Giving Circle Of Alexandria | Alexandria | VA | 01/2005 | 01/2017 |
CDP Consulting LLC; not investment-related; Alexandria, VA; consulting; Manager/Member; started 10/2023; zero hours per month; no regular duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-03 |
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