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MONOGRAPH WEALTH ADVISORS, LLC
CRD 173949File 801-80679
APPROVED
Retail clients
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 20 | increased by4 |
| Apr 1, 2026 | Clients | 197 | 213 | increased by16 |
| Apr 1, 2026 | AUM | $2,578,025,744 | $3,247,943,717 | increased by$669,917,973 |
| Apr 1, 2026 | Accounts | 1,059 | 1,125 | increased by66 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 16 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 165 | 197 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,974,847,992 | $2,578,025,744 | increased by$603,177,752 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 847 | 1,059 | increased by212 |
| Aug 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2022 | Clients | 145 | 165 | increased by20 |
| Apr 1, 2022 | AUM | $1,560,346,519 | $1,974,847,992 | increased by$414,501,473 |
| Apr 1, 2022 | Accounts | 745 | 847 | increased by102 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MONOGRAPH WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MONOGRAPH WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.