{
  "crd_number": 173949,
  "slug": "monograph-wealth-advisors-llc-manhattan-beach-ca-173949",
  "primary_business_name": "MONOGRAPH WEALTH ADVISORS, LLC",
  "legal_name": "MONOGRAPH WEALTH ADVISORS, LLC",
  "dbas": [
    "MONOGRAPH"
  ],
  "city": "Manhattan Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-01-02",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 3247943717.0,
  "raum_discretionary": 3163017180.0,
  "raum_non_discretionary": 84926537.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 20,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 244864350.0,
      "count": 6
    },
    "individuals": {
      "raum": 20542632.0,
      "count": 53
    },
    "high_net_worth_individuals": {
      "raum": 2918893447.0,
      "count": 153
    },
    "corporations_other_businesses": {
      "raum": 63643288.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "NH",
    "NY",
    "OR",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/MONOGRAPH-WEALTH-ADVISORS",
    "https://monographwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173949",
  "city_as_filed": "MANHATTAN BEACH",
  "url": "https://advisorcensus.com/firm/monograph-wealth-advisors-llc-manhattan-beach-ca-173949",
  "display_name": "Monograph Wealth Advisors, LLC",
  "summary": "Monograph Wealth Advisors, LLC is an SEC-registered investment advisory firm in Manhattan Beach, CA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Monograph Wealth Advisors, LLC (CRD 173949): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Monograph Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Monograph Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Monograph Wealth Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $100,000 to $600,000 (separate, ongoing Wealth Planning Services); Hourly rate: $500 an hour (“one-time” Wealth Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Monograph Wealth Advisors, LLC located?",
      "a": "Monograph Wealth Advisors, LLC's principal office is in Manhattan Beach, CA, according to its Form ADV."
    },
    {
      "q": "Is Monograph Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Monograph Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 173949."
    },
    {
      "q": "How much does Monograph Wealth Advisors, LLC manage?",
      "a": "Monograph Wealth Advisors, LLC reports $3,247,943,717 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (97% discretionary)."
    },
    {
      "q": "How have Monograph Wealth Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Monograph Wealth Advisors, LLC: Regulatory assets under management: $1,560,346,519 in the October 2021 data and $3,247,943,717 in the October 2026 data, up 108%. Total employees: 12 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Monograph Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (153); individuals (other than high net worth individuals) (53); charitable organizations (6)."
    },
    {
      "q": "Which custodians does Monograph Wealth Advisors, LLC use?",
      "a": "Monograph Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Monograph Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173949"
    },
    {
      "q": "What changed in Monograph Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1560346519.0,
      "total_employees": 12,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1974847992.0,
      "total_employees": 11,
      "filing_date": "2022-07-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1782938774.0,
      "total_employees": 11,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2228031447.0,
      "total_employees": 15,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2578025744.0,
      "total_employees": 16,
      "filing_date": "2025-07-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3247943717.0,
      "total_employees": 20,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,578,025,744 to $3,247,943,717 (+26%).",
        "Employees performing advisory functions went from 7 to 10.",
        "Registered or notice-filed in AZ."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in LA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $100,000 to $600,000 (separate, ongoing Wealth Planning Services)",
      "Hourly rate: $500 an hour (“one-time” Wealth Planning Services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $100,000 to $600,000 (separate, ongoing Wealth Planning Services)"
        ],
        "quotes": [
          "For clients receiving separate, ongoing Wealth Planning Services, Monograph typically charges a fixed fee which normally varies between $100,000 - $600,000 based upon the scope and complexity of the project"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (“one-time” Wealth Planning Services)"
        ],
        "quotes": [
          "In limited circumstances, Monograph may charge an hourly rate for “one-time” Wealth Planning Services. Monograph’s hourly rate typically starts at $500 per hour"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 100000.0,
          "max": 600000.0,
          "period": "one_time",
          "service": "separate, ongoing Wealth Planning Services"
        },
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "“one-time” Wealth Planning Services"
        }
      ]
    },
    "quotes": [
      "For clients receiving separate, ongoing Wealth Planning Services, Monograph typically charges a fixed fee which normally varies between $100,000 - $600,000 based upon the scope and complexity of the project",
      "In limited circumstances, Monograph may charge an hourly rate for “one-time” Wealth Planning Services. Monograph’s hourly rate typically starts at $500 per hour"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/monograph-wealth-advisors-llc-manhattan-beach-ca-173949.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 53,
      "fewer_than_5": false,
      "raum": 20542632.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 153,
      "fewer_than_5": false,
      "raum": 2918893447.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 244864350.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 63643288.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173949",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}