CRD: 111908
Monument Group Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Atlas ridge
- Established Date
- 08-14-2001
- Office Locations
- 1
Office Locations
About Monument Group Wealth Advisors, LLC
Monument Group Wealth Advisors is a fee-only, fiduciary RIA in Concord, MA providing project-based planning and ongoing “Master Planning” that pairs financial planning with investment management. The team works with executives/entrepreneurs and late-career retirees navigating transitions like retirement, business sales, inheritance or divorce, and incorporates tax, trust/legacy and charitable planning supported by affiliated tax and legal firms. Custody is typically at Schwab or Fidelity.
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Owner & Executives
LEE CHRISTOPHER MCGOWAN
Chief Compliance Officer, President, Senior Wealth Advisor, Wealth Advisor
- CRD
- #3070341
- Ownership
- Less than 5%
BYRON EWART WOODMAN JR.
Chief Executive Officer, FOUNDER, President
- CRD
- #4385779
- Ownership
- Less than 5%
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Gregory Racki Jr.
Owner
- CRD
- #7384318
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $678,889,192 | $967,079 |
| Non-Discretionary | $0 | -- |
| Total | $678,889,192 | $967,079 |
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Separately Managed Accounts
Total SMA Asset: $678,889,192
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $770,135,632 | 18.3% |
| U.S. Government/Agency | $328,254,532 | 7.8% |
| Cash | $782,760,807 | 18.6% |
| Equity - Exchange | $656,509,064 | 15.6% |
| Other | $791,177,589 | 18.8% |
| Municipal Bonds | $879,553,809 | 20.9% |
| Total | $4,208,391,433 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION CATALYST RADIAL | MERIDIAN VERTEX | N1WNWYNJZ | NVD | 11.25% | $49,240,878 |
| FUSION QUANTUM | SUMMIT ZENITH | 03HLVYYMW | EZGC | 11.46% | $32,148,637 |
| FOCUS MATRIX PIONEER | SIGNAL OPTIMA | 64ZQEKZEO | ZZQD | 9.05% | $102,858,765 |
| LEGACY VERTEX | EAGLE ELEMENT | 24836B1SM | VJSOS | 5.75% | $114,278,387 |
| GLACIER NORTH | PRIME ZENITH | WDDUZKX9B | TDVUN | 12.38% | $113,703,954 |
| EMBER FUSION EMBER | MATRIX ATLAS | 5BAG3QUS5 | VZZA | 7.86% | $31,710,177 |
| PRIME EAGLE | ATLAS EMBER | UFWZH8GZH | DZABP | 10.87% | $91,989,796 |
| FUSION GLACIER ALPHA | PEAK PATHWAY | 9RWG1O2H5 | YXZ | 6.28% | $30,933,665 |