# Monumental Wealth, LLC

> Monumental Wealth, LLC is a state-registered investment advisory firm in Hunt Valley, MD, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 20, 2024.

- CRD: 330143
- Filed as: MONUMENTAL WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hunt Valley, MD
- Filing period: October 2026
- Form ADV filing dated: May 20, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330143
- AdvisorCensus page: https://advisorcensus.com/firm/monumental-wealth-llc-hunt-valley-md-330143

## Quick answers

**How is Monumental Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Monumental Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Monumental Wealth, LLC located?**
Monumental Wealth, LLC's principal office is in Hunt Valley, MD, according to its Form ADV.

**Is Monumental Wealth, LLC registered with the SEC or a state?**
Monumental Wealth, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330143.

**How much does Monumental Wealth, LLC manage?**
Monumental Wealth, LLC reports $0 in regulatory assets under management in its Form ADV filing dated May 20, 2024.

**Does Monumental Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330143

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monumental Wealth, LLC (CRD 330143): Form ADV filing data as of October 2026.