Monument Wealth Management

Monument Wealth Management (CRD# 159882) is a financial advisory firm headquartered in Alexandria, VA. They manage $199,788,074 in 1,096 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    1,096
    ACCOUNTS
  • Average Account Value
    $182,288
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NJ, NY, OH, PA, TX, VA

Financial Advisors at Monument Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
David B. Armstrong
CRD#: 4032241
1701 Duke Street, Suite 425, Alexandria, VA 22314
103
Wealthminder
score

David B. Armstrong is President and Co-founder of Monument Wealth Management, a registered investment advisor (RIA) located in Old Town Alexandria.  Founded in 2008, Monument is an independent financial advisory firm that helps accomplished entrepreneurs, executives, and other high-net-worth individuals transition to, and maintain, a life of long-term financial independence.

 

Recognized as by the Washington Business Journal as a Best Place to Work in DC every year since 2013, we share a unique culture and team-based perspective to creating solutions for our clients.  Please see our videos and our award-winning blog at www.monumentwealthmanagement.com  to learn more

2
Dean J. Catino
CRD#: 4452905
1701 Duke Street, Suite 425, Alexandria, VA 22314
96
Wealthminder
score

Dean Catino (CRD# 4452905) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 14 years of experience in the finance industry. Dean Catino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ann G. Schnorrenberg
CRD#: 1678943
1701 Duke Street, Suite 425, Alexandria, VA 22314
90
Wealthminder
score

Ann Schnorrenberg (CRD# 1678943) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has 1 year of experience in the finance industry. Ann Schnorrenberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Katherine B. Andes
CRD#: 5788165
1701 Duke Street, Suite 425, Alexandria, VA 22314
88
Wealthminder
score

Katherine Andes (CRD# 5788165) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has 1 year of experience in the finance industry.

5
Michael P. Jacobs
CRD#: 2393907
1701 Duke Street, Suite 425, Alexandria, VA 22314
86
Wealthminder
score

Michael Jacobs (CRD# 2393907) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 23 years of experience in the finance industry. Michael Jacobs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Spencer D. Rand
CRD#: 6144205
1701 Duke Street, Suite 425, Alexandria, VA 22314
81
Wealthminder
score

Spencer Rand (CRD# 6144205) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.