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President, Chief Compliance Officer & Senior Wealth Advisor · Monument Group Wealth Advisors, LLC

Lee C. McGowan

CRD 3070341 · 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 Lee C. McGowan on its Form ADV as President, Chief Compliance Officer & Senior Wealth Advisor, a control person.

Firms and roles

AtlasMembers

Lee’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

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