Monograph Wealth Advisors, LLC

CRD 173949 · Manhattan Beach, CA · $3.2B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 173949
SEC number: 801-80679
Firm type: RIA
Assets under management: $3.2B as of Mar 27, 2026
Website: www.monographwealth.com ↗
Phone: 310-496-7377
Address: 1230 Rosecrans Avenue, Manhattan Beach, CA, 90266

Advisors at this firm

9 in our index · page 1 of 1

Joseph Haywood ChrismanCRD 4668725 · Manhattan Beach, CA

IA Registered
Matthew Brendan HaefnerCRD 5808314 · Manhattan Beach, CA

IA Registered
Miguel Vincente IrazabalCRD 5753302 · Manhattan Beach, CA

IA Registered
Bradley Nelson KlahnCRD 8263811 · Manhattan Beach, CA

IA Registered
Coco M LorenzoCRD 4598724 · Manhattan Beach, CA

IA RegisteredRegistration inactive
William James MartinetCRD 6267538 · Manhattan Beach, CA

IA RegisteredRegistration inactive
Alexandra Morgan OngCRD 7329237 · Manhattan Beach, CA

IA RegisteredRegistration inactive
Sean Michael ShannonCRD 5270198 · Manhattan Beach, CA

IA Registered
Alexander Joseph YaftaliCRD 4776126 · Manhattan Beach, CA

IA Registered

Source & corrections

Where this page comes from

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