Investment adviser · CRD 173949
MONOGRAPH WEALTH ADVISORS, LLC
Investment adviser filing (IA)
MANHATTAN BEACH, CA, United States · Form ADV filed Sep 28, 2026
- Regulatory AUM
- $3.25B Form ADV · Item 5.F
- Client accounts
- 1,125 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 153 | $2,918,893,447 | 89.9% |
| Charities | 6 | $244,864,350 | 7.5% |
| Corporations & businesses | 1 | $63,643,288 | 2.0% |
| Individuals | 53 | $20,542,632 | 0.6% |
Filing source
Form ADV 2134746 · Sep 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1230 ROSECRANS AVENUE, SUITE 425MANHATTAN BEACH, CA, 90266, United States
CRD 173949
Filing source
Form ADV 2134746 · Sep 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.