MONOGRAPH WEALTH ADVISORS, LLC

MANHATTAN BEACH, California·7 registered advisors·CRD# 173949
SEC# 801-806790310-496-7377
01

Firm Overview

AUM
$2.2B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: CUSTOM WEALTH PLANNING SERVICES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MONOGRAPH WEALTH ADVISORS, LLC

7 registered advisors
Alexander Joseph Yaftali
MANHATTAN BEACH, California
Claire Arden Gregory
MANHATTAN BEACH, California
Coco M Lorenzo
MANHATTAN BEACH, California
Jeffery Lee Coyle
MANHATTAN BEACH, California
Joseph Haywood Chrisman
MANHATTAN BEACH, California
Matthew Brendan Haefner
MANHATTAN BEACH, California
Sean Michael Shannon
MANHATTAN BEACH, California
05

Office Locations

MANHATTAN BEACH, California
7 advisors

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Data sourced from SEC Form ADV filings. MONOGRAPH WEALTH ADVISORS, LLC (CRD# 173949) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.