Monograph Wealth Advisors

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Last updated: February 18th, 2020. Data source: SEC filings.


Monograph Wealth Advisors, federally registered in 2015, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 3 advisors. Monograph Wealth Advisors manages $1.2 billion and provides investment advisory services for 109 clients (1:37 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 11
Percentage of Advisors Trusted 100%
Minimum Investment $8,500,000
Average Client Balance $10,995,714
Total AUM $1.2 billion
Advisor / Client Ratio 1:37
Headquarters EL Segundo, CA
SEC Filings View SEC IAPD CRD #173949
State(s) Registered CA, NY, OR

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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