Firm profile

Monograph Wealth Advisors, LLC

MANHATTAN BEACH, CACRD 173949Registration Status: ApprovedEffective since January 2, 2015SEC # 801-80679Latest ADV September 28, 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 September 28, 2026, reports $3.2B in regulatory assets under management, 20 employees, 1 office, and 1,125 accounts.

Assets Under Management
$3.2B
Employees
20
Offices
1 office
Total Clients
213

Associated firm names

2 names listed
  • MONOGRAPH
  • MONOGRAPH WEALTH ADVISORS, LLC

Leadership

2 roles identified
CCOClaire A. Gregory
CIOAlexander J. Yaftali

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

MANHATTAN BEACH, California, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

California

MANHATTAN BEACHPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.2Bas of September 28, 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.

Client Coverage Demographics

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

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%)

Private Funds

Private funds reported by Monograph Wealth Advisors, LLC

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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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
SHANNON FAMILY INC.Direct owner · Schedule AInterest in MONOGRAPH WEALTH ADVISORS, LLC
25% to < 50%
JOLT C, INC.Direct owner · Schedule AInterest in MONOGRAPH WEALTH ADVISORS, LLC
25% to < 50%
ALEXANDER J. YAFTALI FAMILY TRUSTDirect owner · Schedule AInterest in MONOGRAPH WEALTH ADVISORS, LLC
5% to < 10%
ALEXANDER JOSEPH YAFTALIDirect owner · Schedule AInterest in MONOGRAPH WEALTH ADVISORS, LLC
< 5%
JOSEPH HAYWOOD CHRISMANDirect owner · Schedule AInterest in MONOGRAPH WEALTH ADVISORS, LLC
< 5%
SEAN MICHAEL SHANNONDirect owner · Schedule AInterest in MONOGRAPH WEALTH ADVISORS, LLC
< 5%
COYLE FAMILY TRUSTDirect owner · Schedule AInterest in MONOGRAPH WEALTH ADVISORS, LLC
< 5%
LAZEL INC.Direct owner · Schedule AInterest in MONOGRAPH WEALTH ADVISORS, LLC
< 5%
TEME INC.Direct owner · Schedule AInterest in MONOGRAPH WEALTH ADVISORS, LLC
< 5%
CLAIRE ARDEN GREGORYDirect owner · Schedule AInterest in MONOGRAPH WEALTH ADVISORS, LLC
< 5%
JEFFERY LEE COYLEIndirect owner · Schedule BInterest in COYLE FAMILY TRUST
75%+
JOSEPH HAYWOOD CHRISMANIndirect owner · Schedule BInterest in JOLT C, INC.
75%+
SEAN MICHAEL SHANNONIndirect owner · Schedule BInterest in SHANNON FAMILY INC.
75%+
ALEXANDER JOSEPH YAFTALIIndirect owner · Schedule BInterest in ALEXANDER J. YAFTALI FAMILY TRUST
75%+
COCO M LORENZOIndirect owner · Schedule BInterest in LAZEL INC.
75%+
MATTHEW BRENDAN HAEFNERIndirect owner · Schedule BInterest in TEME INC.
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Monograph Wealth Advisors, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-09-28 · Schedules A and B

17 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1ALEXANDER JOSEPH YAFTALIMEMBER, CHIEF INVESTMENT OFFICERIndividualMONOGRAPH WEALTH ADVISORS, LLCLess than 5%Code NAYesMEMBER, CHIEF INVESTMENT OFFICER03/2015Schedule APDF page 21
2JOSEPH HAYWOOD CHRISMANCO-MANAGING MEMBERIndividualMONOGRAPH WEALTH ADVISORS, LLCLess than 5%Code NAYesCO-MANAGING MEMBER07/2015Schedule APDF page 21
3SEAN MICHAEL SHANNONCO-MANAGING MEMBERIndividualMONOGRAPH WEALTH ADVISORS, LLCLess than 5%Code NAYesCO-MANAGING MEMBER07/2015Schedule APDF page 21
4COYLE FAMILY TRUSTMEMBERDomestic entityMONOGRAPH WEALTH ADVISORS, LLCLess than 5%Code NANoMEMBER12/2015Schedule APDF page 21
5SHANNON FAMILY INC.MEMBERDomestic entityMONOGRAPH WEALTH ADVISORS, LLC25% to less than 50%Code CYesMEMBER07/2018Schedule APDF page 21
6JOLT C, INC.MEMBERDomestic entityMONOGRAPH WEALTH ADVISORS, LLC25% to less than 50%Code CYesMEMBER07/2018Schedule APDF page 21
7ALEXANDER J. YAFTALI FAMILY TRUSTMEMBERDomestic entityMONOGRAPH WEALTH ADVISORS, LLC5% to less than 10%Code ANoMEMBER07/2022Schedule APDF page 21
8LAZEL INC.MEMBERDomestic entityMONOGRAPH WEALTH ADVISORS, LLCLess than 5%Code NANoMEMBER07/2022Schedule APDF page 21
9TEME INC.MEMBERDomestic entityMONOGRAPH WEALTH ADVISORS, LLCLess than 5%Code NANoMEMBER07/2022Schedule APDF page 21
10CLAIRE ARDEN GREGORYMEMBER, CHIEF OPERATING OFFICERIndividualMONOGRAPH WEALTH ADVISORS, LLCLess than 5%Code NANoMEMBER, CHIEF OPERATING OFFICER01/2023Schedule APDF page 21
11DEBRA BELLANTONI LYNCHCHIEF COMPLIANCE OFFICERIndividualMONOGRAPH WEALTH ADVISORS, LLCLess than 5%Code NANoCHIEF COMPLIANCE OFFICER09/2026Schedule APDF page 21
12JEFFERY LEE COYLETRUSTEEIndividualCOYLE FAMILY TRUST75% or moreCode EYesTRUSTEE03/2015Schedule BPDF page 21
13JOSEPH HAYWOOD CHRISMANTRUSTEEIndividualJOLT C, INC.75% or moreCode EYesTRUSTEE07/2015Schedule BPDF page 21
14SEAN MICHAEL SHANNONTRUSTEEIndividualSHANNON FAMILY INC.75% or moreCode EYesTRUSTEE07/2015Schedule BPDF page 21
15ALEXANDER JOSEPH YAFTALITRUSTEEIndividualALEXANDER J. YAFTALI FAMILY TRUST75% or moreCode EYesTRUSTEE07/2022Schedule BPDF page 21
16COCO M LORENZOMEMBERIndividualLAZEL INC.75% or moreCode EYesMEMBER07/2022Schedule BPDF page 21
17MATTHEW BRENDAN HAEFNERTRUSTEEIndividualTEME INC.75% or moreCode EYesTRUSTEE07/2022Schedule BPDF page 21

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/27/2026 5:46:21 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.