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MONOGRAPH WEALTH ADVISORS, LLC

MANHATTAN BEACH, CA · CRD 173949 · IAPD ↗ · monographwealth.com · 310-496-7377

$3.25BRegulatory AUM
10Advisory reps
20Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — MONOGRAPH WEALTH ADVISORS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — MONOGRAPH WEALTH ADVISORS, LLC reported RAUM up 26% ($2.58B -> $3.25B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2026 — MONOGRAPH WEALTH ADVISORS, LLC grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — MONOGRAPH WEALTH ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
November 2024 — MONOGRAPH WEALTH ADVISORS, LLC moved its main office from EL SEGUNDO, CA to MANHATTAN BEACH, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.