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| Monograph Wealth Advisors LLC
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|---|---|
| CRD # | 173949 |
| SEC # | 801-80679 |
| CIK # | 0001776588 |
| AUM | $2.2 BB (2024-03-28) |
| Employees | 15 (47% Investors, 0% Brokers) |
| Phone | 310-496-7377 |
| Address | 830 South Pacific Coast Highway, Suite 202 El Segundo, CA 90245 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 25.3 | |
| NVDA | 399,550.0 | 13.4 | |
| MSFT | 1,918,222.4 | 11.6 | |
| KMB | 44,656.1 | 9.8 | |
| GOOGL | 1,475,138.5 | 9.7 | |
| GOOG | 1,482,566.4 | 7.1 | |
| META | 434,852.0 | 5.1 | |
| TMO | 209,733.6 | 4.8 | |
| INTU | 108,963.5 | 4.3 | |
| ASML | 197,439.9 | 3.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 0.0 |
| (b) Individuals (high net worth individuals) | 125 | 2.0 |
| (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 | 7 | 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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 954 | 2.2 |
| By Discretionary | ||
| Discretionary | 928 | 2.2 |
| Non-Discretionary | 26 | 0.1 |
| Total | 954 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 954 | 2.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001776588] |
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