MONOGRAPH WEALTH ADVISORS, LLC

1230 Rosecrans Avenue
Suite 425
Manhattan Beach, California 90266
Tel: 310-496-7377

About MONOGRAPH WEALTH ADVISORS, LLC

MONOGRAPH WEALTH ADVISORS, LLC, formally registered with the SEC as MONOGRAPH WEALTH ADVISORS, LLC. The firm was established in 01/02/2015. They have over 1 offices throughout the country.

MONOGRAPH WEALTH ADVISORS, LLC is a Manhattan Beach, California based Financial Planning firm with nearly $2,228,031,447 assets under management, offering retirement planning & investment advisory services to 954 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173949
SEC#	801-80679
Assets Managed by Firm	$2,228,031,447
No. of Clients	954
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees
Other (CUSTOM WEALTH PLANNING SERVICES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	954	$2,228,031,447
Individuals (other than high net worth individuals)	47	$19,123,984
High net worth individuals	125	$1,979,234,246
Charitable organizations	7	$214,471,651
Corporations or other businesses	1	$15,201,566

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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