Monument Group Wealth Advisors, Llc
- Regulatory AUM
- $679M
- Discretionary
- $679M
- Clients
- 173
- Avg AUM / client
- $3.9M
- Accounts
- 702
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 20 | $9.7M | 1.43% |
| High net worth individuals | 149 | $668M | 98.4% |
| Charitable organizations | 1 | $892K | 0.13% |
| Other | 3 | $0 | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Byron Ewart Woodman | Trustee | Jan 1992 (35y) | ≈ 37.5% – 75% via The Byron Ewart Woodman Trust Of 1992 | |
| Lee Christopher Mcgowan | President, Chief Compliance Officer & Senior Wealth Advisor | CFP | Aug 2005 (21y) | ≈ 18.75% – 50% via The Lee Christopher Mcgowan 2005 Trust Dated August 5, 2005 |
| Gregory Racki | Registered representative | Jun 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Byron Ewart Woodman Trust Of 1992 | Managing Member | Jun 2015 | A | 50% – 75% |
| The Lee Christopher Mcgowan 2005 Trust Dated August 5, 2005 | Managing Member | Jan 2017 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Byron Ewart Woodman: 75% – 100% of The Byron Ewart Woodman Trust Of 1992 × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Lee Christopher Mcgowan: 75% – 100% of The Lee Christopher Mcgowan 2005 Trust Dated August 5, 2005 × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $340M (50% of AUM) Jul 2026
- Fidelity Brokerage Services $200M (30% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗