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 RIA that began registration in 2015 and operates as a limited liability company. The firm acts as a capital allocator for both individual/family and institutional clients and offers a mix of financial planning and portfolio management services. Its advisory menu includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting support, manager selection, and educational workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee options. Monograph is not an active ESG investor and identifies as a single-state adviser in its public filings. The firm was named one of the “Top RIA Firms to Watch” by Investor.com in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Alexander Yaftali
Partner, CIOCRD 4776126
Contacts
3 of 9
Sean 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 99Active vs passive
$1.1B in ETFs
18%
$194M
82%
$877M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $313M | 7,065,425 | 29.27% |
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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