MANHATTAN BEACH, CACRD 173949Latest ADV March 27, 2026
Monograph Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Manhattan Beach, CA. Its latest Form ADV filing, dated March 27, 2026, reports $3.2B in regulatory assets under management, 20 employees, and 1,125 accounts.
Assets Under Management
$3.2B
Employees
20
Offices
--
Total Clients
213
Primary office
MANHATTAN BEACH, CA
1230 ROSECRANS AVENUE, SUITE 425, MANHATTAN BEACH, CA, United States
Top client segmentHNWI represent 71.8% of total clients.
Top client categories% of clientsClients
1
HNWI
71.8%
153
2
Individuals
24.9%
53
3
Charitable
2.8%
6
4
Corporations
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 27, 2026
Discretionary97.4%
$3.2B
97% of total RAUM97.4%
Non-discretionary2.6%
$85M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.2B
Total Accounts1,125
10Y AUM Change+$2.5B (+316.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee11:1
10Y Employee Change+13 (+185.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.