LP Profile

Monograph Wealth Advisors

Also known as monograph wealth

Wealth ManagerManhattan Beach, United StatesFounded 2015
$2.0B
Assets Under Management
Manhattan Beach
Headquarters
Investment Focus

About Monograph Wealth Advisors

We proudly advise families who have or are creating multigenerational wealth.

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Monograph Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$3.2B
Total Clients
1,125
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Monograph Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Monograph Wealth Advisors?

Monograph Wealth Advisors is a wealth manager based in Manhattan Beach, United States, managing approximately $2.0B in assets.

Where is Monograph Wealth Advisors headquartered?

Monograph Wealth Advisors is headquartered in Manhattan Beach, United States.

How much does Monograph Wealth Advisors manage?

Monograph Wealth Advisors manages approximately $2.0B in assets under management.

When was Monograph Wealth Advisors founded?

Monograph Wealth Advisors was founded in 2015.

How can I contact Monograph Wealth Advisors?

Verified contact details, key decision-makers, and investment preferences for Monograph Wealth Advisors are available on LPbacked. Create a free account to access them.