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MONOGRAPH WEALTH ADVISORS, LLC
CRD 173949File 801-80679
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.25B
Top 25% of cohort (national)
Discretionary AUM
$3.16B
Non-discretionary $84.9M
Clients
213
1,125 accounts
Employees
20
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 2, 2015
- Principal office
- 1230 ROSECRANS AVENUE, SUITE 425, MANHATTAN BEACH, CA, 90266
- Phone
- 310-496-7377
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.25B
- Discretionary AUM
- $3.16B
- Non-discretionary AUM
- $84.9M
- Discretionary accounts
- 1,097
- Non-discretionary accounts
- 28
- Total accounts
- 1,125
- AUM per client
- $15.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $63.6M |
| Charitable organizations | 6 | $244.9M |
| High net worth individuals | 153 | $2.92B |
| Individuals (other than high net worth individuals) | 53 | $20.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CUSTOM WEALTH PLANNING SERVICES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.