AdvisorOS Directory
Claim Profile
Unclaimed Profile
BW

Byron Ewart Woodman

MONUMENT GROUP WEALTH ADVISORS, LLC·CONCORD, Massachusetts
Series 65Clean record21 years registeredMONUMENT GROUP WEALTH ADVISORS, LLC
801 MAIN STREET, CONCORD, MA 01742CRD# 4385779Firm CRD# 111908

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Byron Ewart Woodman · CONCORD, MA
Registration
CRD #4385779 · MONUMENT GROUP WEALTH ADVISORS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

MONUMENT GROUP WEALTH ADVISORS, LLC
Mar 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 24, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MONUMENT GROUP WEALTH ADVISORS, LLC
CRD 111908 · SEC 801-60480
AUM
$536M
Regulatory assets under management
Employees
6
625 client accounts
Services offered by MONUMENT GROUP WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MONUMENT GROUP WEALTH ADVISORS, LLC →
Introduction

Speak with Byron

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Byron is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CONCORD?

Browse all registered financial advisors in CONCORD, Massachusetts or claim this profile if it's yours.

Browse CONCORD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Byron Ewart Woodman offer?
Byron Ewart Woodman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Byron Ewart Woodman's credentials?
Byron Ewart Woodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Byron Ewart Woodman located?
Byron Ewart Woodman is based in CONCORD, Massachusetts, working with MONUMENT GROUP WEALTH ADVISORS, LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Byron Ewart Woodman charge for services?
Byron Ewart Woodman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONUMENT GROUP WEALTH ADVISORS, LLC?
MONUMENT GROUP WEALTH ADVISORS, LLC has approximately 6 employees and manages $536M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MONUMENT GROUP WEALTH ADVISORS, LLC

Lee Christopher Mcgowan
CONCORD, MA

More Advisors in CONCORD, Massachusetts

Abbey Lee Henderson
ABARIS FINANCIAL GROUP, LLC·CONCORD, MA
James Donald Lawson
HERITAGE FINANCIAL NETWORK, INC.·CONCORD, MA
Andrew Damien Richardt
THOMPSON WEALTH MANAGEMENT, LTD.·CONCORD, MA
Bruce Price Thompson
THOMPSON WEALTH MANAGEMENT, LTD.·CONCORD, MA
David Louis Witherbee
DAVID WITHERBEE & ASSOCIATES, INC.·CONCORD, MA
Charles Robert Lawson
HERITAGE FINANCIAL NETWORK, INC.·CONCORD, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile