Monograph Wealth Advisors LLC

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Assets, Funds, Holdings

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Monograph Wealth Advisors LLC
CRD #173949
SEC #801-80679
CIK #0001776588
AUM $1.8 BB (2023-03-31)
Employees 11 (55% Investors, 0% Brokers)
Phone310-496-7377
Address830 South Pacific Coast Highway, Suite 202
El Segundo, CA 90245
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
20001600120080040002010201420192024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 28.4
GOOGL 1,475,138.5 4.9
TMO 209,733.6 4.2
INTU 108,963.5 3.4
NVDA 399,550.0 2.5
GOOG 1,482,566.4 2.2
AMZN 1,092,997.8 1.5
CVX 294,604.1 1.1
 
 
 
Holdings by Sector ($MM)
4503602701809002020202120222024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 50 19.4
(b) Individuals (high net worth individuals) 109 1,830.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 6 125.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 847 1,974.8
By Discretionary
Discretionary 817 1,896.2
Non-Discretionary 30 78.7
Total 847 1,974.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,974.8
Total 847 1,974.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001776588]
Comparable Firms State AUM ($BB)
ENSO Wealth Management LLC
CA 1.8
Mainline West Fund Manager LLC
CO 1.8
IC Advisory Services Inc
NJ 1.8
Fragasso Financial Advisors Inc
PA 1.8
Smith Group Asset Management LLC
TX 1.8
Phoenix Asset Management Partners Limited
1.8
Grandfield & Dodd LLC
NY 1.8
LCP Institutional LLC
GA 1.8
Leo Wealth LLC
TX 1.8
Heronbridge Investment Management LLP
1.8
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