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MONOGRAPH WEALTH ADVISORS, LLC
CRD 173949 · SEC 801-80679
1230 ROSECRANS AVENUE, SUITE 425, MANHATTAN BEACH, CA, 90266, United States
Phone
310-496-7377
Fax
888-400-2930
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.25B
Discretionary AUM
$3.16B
Team
20 total employees; 10 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; CUSTOM WEALTH PLANNING SERVICES
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $20.5M |
| High net worth individuals | 153 | $2.92B |
| Charitable organizations | 6 | $244.9M |
| Corporations/business entities | 1 | $63.6M |
States served
AZ, CA, NY, OR, TX, NH
All web addresses on file
Official SEC filing: View on IAPD