CRD: 135311
Monument Retirement & Wealth Advisory, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-19-2009
- Office Locations
- 1
Office Locations
About Monument Retirement & Wealth Advisory, LLC
Monument Retirement & Wealth Advisory is an independent Texas RIA focused on retirees and pre-retirees, building retirement income and wealth-preservation strategies that balance insurance and investments and aim to reduce portfolio risk. The firm uses a RiskAlyze (Nitrogen) risk scoring process and custody through Fidelity/NFS, tailoring plans beyond traditional stock/bond/mutual-fund portfolios.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 23 clients, or 23 clients per representative. That equates to $343.5K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ROBERT CRAIG BADALI
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #2645281
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,901,478 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,901,478 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Monument Retirement & Wealth Advisory, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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