MONOGRAPH WEALTH ADVISORS, LLC
Firm details
- Headquarters
- MANHATTAN BEACH, California
- CRD number
- 173949
- Registered since
- January 2, 2015
- Website
- www.monographwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI89.87%
- Charitable Organizations7.54%
- Corporations / Businesses1.96%
- Individuals0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Monograph Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser formed in 2015 and organized as an LLC. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that sources and implements third-party managers. Advisory services include comprehensive financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational workshops. Fee arrangements run across asset-based fees, hourly charges, fixed fees and other structures. Monograph was named one of the “Top RIA Firms to Watch” by investor.com in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities17%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- State & Local Bonds3%
Owners & executives
1 of 1ALEXANDER YAFTALI
Partner, CIOCRD 4776126
Contacts
3 of 9SEAN SHANNON
Co-Managing PartnerCRD 5270198
Bradley Klahn
Wealth Strategy AssociateCRD 8263811
Alexandra Ong
Client Service SpecialistCRD 7329237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$918M in ETFs
18%
$161M
82%
$758M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $266M | 6,838,156 | 28.93% |
Location
MANHATTAN BEACH, CA
LOS ANGELES
Location
MANHATTAN BEACH, CA
Headquartered in MANHATTAN BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 1230 Rosecrans Ave
- Time zone
- PT (UTC-8)
- Office locations
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