M
CRD: 159882
Monument Wealth Management
$531.7M Total AUM
$516.9M Disc. AUM
7.0% 3Y CAGR
11 Employees
217 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CapitalEagle +more
- Established Date
- 06-15-2012
- Office Locations
- 1
Office Locations
1940 Duke Street Suite 6100 Alexandria VA
About Monument Wealth Management
Monument Wealth Management is an SEC-registered, fee-only RIA providing integrated wealth strategy and portfolio management for high-complexity households navigating liquidity events, equity compensation, taxes, estate planning, and business exits. Portfolios are multi-asset and data-driven, with meaningful ETF usage. Charles Schwab is a primary custodian, and the firm has been recognized in national RIA and advisor rankings.
Team overview
52 AVG AGE
$66.5M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
6.1 yrs AVG TENURE
11 Employees
8 Advisory Reps
8 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Foundation Atlas optima Prime vector Harbor capital Timber Alpha North Timber Vertex Wave meridian
Client Personas
Element Summit
CRM
Value
Custodian
Prime Prime foundation Signal meridian Ember oak Zenith Timber Eagle timber Horizon Crest Wave prime Oak Quantum timber Bridge crest Pioneer
Investment Themes
Optima Alpha Ember Radial horizon Eagle eagle
Investment Vehicles
Glacier Prime value
Platform
Meridian Vector prime Focus ember Harbor
Services
Optima foundation Insight beacon Ridge Value Peak vertex Vector Peak summit Atlas radial Wave Quantum capital Vital Radial legacy North quantum Peak Beacon
Technology
Vital vector Beacon Timber Pioneer timber
Owner & Executives
D
DAVID BRUCE ARMSTRONG
Chief Compliance Officer, Managing Member, President
- CRD
- #4032241
- Ownership
- 25% but less than 50%
(302) 606-7555
delta.beacon@insightcapital.com
in linkedin.com/in/harbor-fusion
DEAN JOSEPH CATINO
President
- CRD
- #4452905
- Ownership
- 25% but less than 50%
(339) 766-5638
legacy.zenith@unisoncapital.com
in linkedin.com/in/atlas-zenith
V
Value matrix
Matrix wave vector
- CRD
- #33469
- Ownership
- 7.5%
(450) 859-8877
wave.frontier@beaconcapital.com
in linkedin.com/in/frontier-signal
Showing 2 of 4 owners & executives
Unlock allContacts
Lucas Walter Hodge
--
- CRD
- #7353350
(780) 763-2383
signal.focus@summitcapital.com
in linkedin.com/in/crest-quantum
DAVID RICHARD NELSON
--
- CRD
- #1575597
(952) 419-1504
catalyst.timber@summitcapital.com
in linkedin.com/in/ember-pathway
D
Delta pathway
Eagle vector timber
- CRD
- #48179
(777) 781-5404
beacon.insight@vectorcapital.com
in linkedin.com/in/legacy-optima
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $516,904,737 | $671,305 |
| Non-Discretionary | $14,806,893 | $208,548 |
| Total | $531,711,630 | $632,237 |
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Separately Managed Accounts
Total SMA Asset: $531,711,630
Equity - Exchange:
20.2% Public Funds:
9.5% Cash:
26.0% Corporate - Investment Grade:
17.1% Municipal Bonds:
10.6% Private Funds:
16.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $159,246,871 | 20.2% |
| Public Funds | $74,893,330 | 9.5% |
| Cash | $204,971,220 | 26.0% |
| Corporate - Investment Grade | $134,807,995 | 17.1% |
| Municipal Bonds | $83,565,190 | 10.6% |
| Private Funds | $130,866,240 | 16.6% |
| Total | $788,350,846 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY MERIDIAN QUANTUM | FUSION CREST | RAY1F0223 | VUMN | 9.90% | $67,667,625 |
| ZENITH ZENITH ATLAS | SIGNAL GLACIER | CHJBXS7ZE | UQZG | 11.41% | $73,694,917 |
| UNISON MOMENTUM VECTOR | WAVE RADIAL | WPQYN0J92 | VBCEN | 3.60% | $98,444,256 |
| VITAL BEACON | FOCUS UNISON | HJPLGTUJ2 | RZSEZ | 7.54% | $41,121,072 |
| OAK VITAL OPTIMA | FOCUS SIGNAL | LHYSRDESG | PFHT | 11.80% | $100,385,166 |
| EAGLE PIONEER ZENITH | CAPITAL NORTH | J9PZVZZGI | QDR | 9.05% | $51,337,922 |
| WAVE OAK RADIAL | MOMENTUM CREST | W2FNY07ZD | XOH | 12.44% | $22,236,984 |
| QUANTUM SUMMIT | ALPHA WAVE | 837L6I5WV | QADHF | 4.50% | $16,640,367 |