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MONUMENT RETIREMENT & WEALTH ADVISORY, LLC

Advisory

ALLEN, TX

Data as of Mar 15, 2026 · Source: SEC Form ADV

Rank in TX
#2,404
of 2,813 advisers by AUM
Average account
$263K
across 30 accounts
AUM per adviser
$8M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 15, 2026.

Total AUM
$8M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$8M
Discretionary AUM$8M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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