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 registered investment adviser that began its SEC registration in 2015. It serves both individuals and families as well as institutional clients, and operates as a capital allocator that incorporates third‑party alternative fund managers into client portfolios. The firm offers financial planning and portfolio management for individuals, small businesses and institutions, provides pension consulting and adviser selection services, and runs educational seminars and workshops. Its fee schedule includes asset‑based fees along with hourly and fixed fee arrangements. Monograph does not identify as an active ESG investor. The firm was recognized by investor.com as one of its "Top RIA Firms to Watch" 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 Funds72%
- Exchange Traded Equities17%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- State & Local Bonds2%
Owners & executives
2 of 2
Alexander Yaftali
Partner, CIOCRD 4776126
Debra Lynch
Chief Compliance OfficerCRD 4636647
Contacts
3 of 10
Matthew Haefner
Partner, Senior AdvisorCRD 5808314
Sean Shannon
Co-Managing PartnerCRD 5270198
William Martinet
Client Service SpecialistCRD 6267538
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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