# Monograph Wealth Advisors, LLC

> 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.

- CRD: 173949
- Filed as: MONOGRAPH WEALTH ADVISORS, LLC
- Also doing business as: MONOGRAPH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Manhattan Beach, CA
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173949
- AdvisorCensus page: https://advisorcensus.com/firm/monograph-wealth-advisors-llc-manhattan-beach-ca-173949

## Quick answers

**How is Monograph Wealth Advisors, LLC compensated?**
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.

**Where is Monograph Wealth Advisors, LLC located?**
Monograph Wealth Advisors, LLC's principal office is in Manhattan Beach, CA, according to its Form ADV.

**Is Monograph Wealth Advisors, LLC registered with the SEC or a state?**
Monograph Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 173949.

**How much does Monograph Wealth Advisors, LLC manage?**
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).

**How have Monograph Wealth Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Monograph Wealth Advisors, LLC serve?**
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).

**Which custodians does Monograph Wealth Advisors, LLC use?**
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.

**Does Monograph Wealth Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Monograph Wealth Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,247,943,717
- Discretionary: $3,163,017,180
- Non-discretionary: $84,926,537

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $20,542,632 |
| High net worth individuals | 153 | $2,918,893,447 |
| Charitable organizations | 6 | $244,864,350 |
| Corporations or other businesses not listed above | 1 | $63,643,288 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 20 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NH, NY, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- monographwealth.com
- LinkedIn @MONOGRAPH-WEALTH-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,560,346,519 | 12 | March 26, 2021 |
| October 2022 | $1,974,847,992 | 11 | July 1, 2022 |
| October 2023 | $1,782,938,774 | 11 | March 31, 2023 |
| October 2024 | $2,228,031,447 | 15 | March 28, 2024 |
| October 2025 | $2,578,025,744 | 16 | July 18, 2025 |
| October 2026 | $3,247,943,717 | 20 | September 28, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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.

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monograph Wealth Advisors, LLC (CRD 173949): Form ADV filing data as of October 2026.