| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander J. Yaftali Family Trust | Member | 5-10% | 2022 |
| Alexander Joseph Yaftali Control | Member, Chief Investment Officer | Under 5% | 2015 |
| Claire Arden Gregory | Member, Chief Compliance Officer | Under 5% | 2023 |
Monograph Wealth Advisors, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.
Monograph Wealth Advisors, LLC reports 16 employees.
Monograph Wealth Advisors, LLC is based in Manhattan Beach, CA and has been SEC-registered since 2015.
Monograph Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA 90266 |
| Phone | 310-496-7377 |
| Fax | 888-400-2930 |
| Office hours | 8:00A - 4:00P |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1776588 |
| Discloses disciplinary history | No |
| Discretionary | $2.5B |
| Non-discretionary | $77.9M |
| Total (RAUM) | $2.58B |