MONUMENT RETIREMENT & WEALTH ADVISORY, LLC

MONUMENT RETIREMENT & WEALTH ADVISORY, LLC of ALLEN, TX is an SEC-registered investment adviser (CRD 135311). Regulatory assets under management: $7.9M.

Registration

• CRD: 135311
• Type: Registered investment adviser
• Location: 450 CENTURY PARKWAY, ALLEN, TX, 75013
• Phone: 972-422-9145
• Latest filing: 2026-03-15
• Regulatory AUM: $7.9M
• Discretionary AUM: $7.9M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135311 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search