|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Monograph Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 173949 |
| SEC # | 801-80679 |
| CIK # | 0001776588 |
| AUM | $2.6 B (2025-07-18) |
| Employees | 16 (44% Investors, 0% Brokers) |
| Phone | 310-496-7377 |
| Address | 1230 Rosecrans Avenue Manhattan Beach, CA 90266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001776588 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 20.7 | ||
| Apple Inc | 20.1 | ||
| Kimberly Clark Corp | 8.9 | ||
| Facebook Inc | 7.7 | ||
| Alphabet Inc | 6.4 | ||
| Life360 Inc | 6.3 | ||
| Microsoft Corp | 6.0 | ||
| Intuit Inc | 5.1 | ||
| Amazon Com Inc | 5.0 | ||
| Alphabet Inc | 4.9 | ||
| Thermo Fisher Scientific Inc | 3.5 | ||
| MicroStrategy Inc | 3.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 0.0 |
| (b) Individuals (high net worth individuals) | 131 | 2.3 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,059 | 2.6 |
| By Discretionary | ||
| Discretionary | 1,021 | 2.5 |
| Non-Discretionary | 38 | 0.1 |
| Total | 1,059 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 1,059 | 2.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001776588] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lutz Financial Services LLC
✚
|
NE | 2.6 |
|
Aaron Wealth Advisors LLC
✚
|
IL | 2.6 |
|
Fairway Wealth LLC
✚
|
OH | 2.6 |
|
Obermeyer Wood Investment Counsel LLLP
✚
|
CO | 2.6 |
|
Winthrop Advisory Group LLC
✚
|
MA | 2.6 |
|
Barwick & Partners Inc
✚
|
WA | 2.6 |
|
Windsor Advisory Group LLC
✚
|
OH | 2.6 |
|
West Financial Services Inc
✚
|
VA | 2.6 |
|
Urban Investment Advisors Inc
✚
|
CA | 2.6 |
|
Santander Securities LLC
✚
|
MA | 2.6 |