RIA Intel›Advisers›Colorado›MONUMENT WEALTH, INC

MONUMENT WEALTH, INC

Advisory

CO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$949K

across 1 accounts

AUM per adviser

$949K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$949K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$949K

Discretionary AUM$949K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

2 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

BARNETT INVESTMENT COUNSEL, LLC

$950K

AGILE WEALTH, LLC

$966K

ADRIAN & ASSOCIATES INC

GREENWOOD VILLAGE, CO

$975K

HEADWATERS FINANCIAL PLANNING, LLC

$900K

PERFORMANCE ENHANCEMENT TECHNOLOGIES LTD

COLORADO SPRINGS, CO

$1M

LOGRUS MANAGEMENT, LLC

$885K

Get the full picture on MONUMENT WEALTH, INC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MONUMENT WEALTH, INC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans