MONOGRAPH WEALTH ADVISORS, LLC

MANHATTAN BEACH, California·5 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
5
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

5 registered advisors
Alexander Joseph Yaftali
MANHATTAN BEACH, California
Coco M Lorenzo
MANHATTAN BEACH, California
CFP
Joseph Haywood Chrisman
MANHATTAN BEACH, California
Matthew Brendan Haefner
MANHATTAN BEACH, California
CFP
Sean Michael Shannon
MANHATTAN BEACH, California
05

Office Locations

MANHATTAN BEACH, California
5 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.