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| Monograph Wealth Advisors LLC
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|---|---|
| CRD # | 173949 |
| SEC # | 801-80679 |
| CIK # | 0001776588 |
| AUM | 3,247.9 M (2026-03-27) |
| Employees | 20 (50% Investors, 0% Brokers) |
| Phone | 310-496-7377 |
| Address | 1230 Rosecrans Avenue Manhattan Beach, CA 90266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 31.3 | |
| Nvidia Corp | 19.4 | |
| Alphabet Inc | 14.0 | |
| Amazon Com Inc | 7.2 | |
| Alphabet Inc | 6.8 | |
| Kimberly Clark Corp | 6.6 | |
| Facebook Inc | 6.3 | |
| Microsoft Corp | 5.7 | |
| Thermo Fisher Scientific Inc | 4.2 | |
| Life360 Inc | 3.9 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 0.0 |
| (b) Individuals (high net worth individuals) | 153 | 2.9 |
| (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 | 0.2 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,125 | 3.2 |
| By Discretionary | ||
| Discretionary | 1,097 | 3.2 |
| Non-Discretionary | 28 | 0.1 |
| Total | 1,125 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 1,125 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001776588] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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