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Founder and CEO · Monument Group Wealth Advisors, LLC

Byron E. Woodman

CRD 4385779 · Named on Form ADV at one SEC-registered adviser

At a glance

Monument Group Wealth Advisors, LLC, an SEC-registered wealth manager based in Concord, MA with $679 million in regulatory assets, lists Byron E. Woodman on its Form ADV as Founder and CEO, a control person.

Firms and roles

AtlasMembers

Byron’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Lee C. McGowanPresident, Chief Compliance Officer & Senior Wealth Advisor, Monument Group Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Byron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.