MONOGRAPH WEALTH ADVISORS, LLC
CRD #173949 SEC #801-80679 MANHATTAN BEACH, CA 310-496-7377
SEC Registered
Total AUM
$2.6B
Discretionary
$2.5B
Employees
16
Clients
101
Accounts
1,059
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2.6B | $2.5B | $77.9M | 16 | 0 |
| Jul 2025 | $2.6B | $2.5B | $77.9M | 16 | 0 |
| Mar 2025 | $2.6B | $2.5B | $77.9M | 16 | 0 |
| Oct 2024 | $2.2B | $2.2B | $72.5M | 15 | 0 |
| Mar 2024 | $2.2B | $2.2B | $72.5M | 15 | 0 |
| Mar 2023 | $1.8B | $1.7B | $68M | 11 | 0 |
| Jan 2023 | $2B | $1.9B | $78.7M | 11 | 0 |
| Jul 2022 | $2B | $1.9B | $78.7M | 11 | 0 |
| Mar 2022 | $2B | $1.9B | $78.7M | 12 | 0 |
| Mar 2021 | $1.6B | $1.5B | $68.1M | 12 | 0 |
| Jun 2020 | $1.5B | $1.5B | $77.6M | 9 | 0 |
| Mar 2020 | $1.5B | $1.5B | $77.6M | 9 | 0 |
| Mar 2019 | $1.2B | $1.1B | $59.6M | 8 | 0 |
| Sep 2018 | $1.1B | $1.1B | $48.3M | 7 | 0 |
| Mar 2018 | $1.1B | $1.1B | $48.3M | 7 | 0 |
| Feb 2018 | $1.1B | $1.1B | $46.5M | 7 | 0 |
| Aug 2017 | $865.6M | $822.7M | $42.9M | 7 | 11 |
| Mar 2017 | $780.5M | $739.1M | $41.4M | 7 | 11 |
| Aug 2016 | $633M | $603.8M | $29.2M | 5 | 11 |
| Mar 2016 | $550.9M | $542.4M | $8.5M | 5 | 11 |
| Jan 2016 | $516.3M | $507.9M | $8.4M | 5 | 11 |
| Aug 2015 | $326.4M | $326.4M | $0 | 5 | 1 |
| Jul 2015 | $326.4M | $326.4M | $0 | 5 | 1 |
| Jul 2015 | $300.7M | $300.7M | $0 | 5 | 1 |
| Jul 2015 | $300.7M | $300.7M | $0 | 2 | 1 |
| May 2015 | $101.6M | $101.6M | $0 | 2 | 1 |
| Apr 2015 | $101.6M | $101.6M | $0 | 2 | 1 |
DateSep 2025
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$77.9M
Employees16
Clients0
DateJul 2025
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$77.9M
Employees16
Clients0
DateMar 2025
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$77.9M
Employees16
Clients0
DateOct 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$72.5M
Employees15
Clients0
DateMar 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$72.5M
Employees15
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$68M
Employees11
Clients0
DateJan 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$78.7M
Employees11
Clients0
DateJul 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$78.7M
Employees11
Clients0
DateMar 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$78.7M
Employees12
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$68.1M
Employees12
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$77.6M
Employees9
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$77.6M
Employees9
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$59.6M
Employees8
Clients0
DateSep 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$48.3M
Employees7
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$48.3M
Employees7
Clients0
DateFeb 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$46.5M
Employees7
Clients0
DateAug 2017
Total AUM$865.6M
Discretionary$822.7M
Non-Disc.$42.9M
Employees7
Clients11
DateMar 2017
Total AUM$780.5M
Discretionary$739.1M
Non-Disc.$41.4M
Employees7
Clients11
DateAug 2016
Total AUM$633M
Discretionary$603.8M
Non-Disc.$29.2M
Employees5
Clients11
DateMar 2016
Total AUM$550.9M
Discretionary$542.4M
Non-Disc.$8.5M
Employees5
Clients11
DateJan 2016
Total AUM$516.3M
Discretionary$507.9M
Non-Disc.$8.4M
Employees5
Clients11
DateAug 2015
Total AUM$326.4M
Discretionary$326.4M
Non-Disc.$0
Employees5
Clients1
DateJul 2015
Total AUM$326.4M
Discretionary$326.4M
Non-Disc.$0
Employees5
Clients1
DateJul 2015
Total AUM$300.7M
Discretionary$300.7M
Non-Disc.$0
Employees5
Clients1
DateJul 2015
Total AUM$300.7M
Discretionary$300.7M
Non-Disc.$0
Employees2
Clients1
DateMay 2015
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees2
Clients1
DateApr 2015
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees2
Clients1