RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBERNA Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBERNA Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBERNA Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBERNA Control
CHRISMAN, JOSEPH, HAYWOODICO-MANAGING MEMBERNA Control
CHRISMAN, JOSEPH, HAYWOODICO-MANAGING MEMBERNA Control
CHRISMAN, JOSEPH, HAYWOODICO-MANAGING MEMBERNA Control
CHRISMAN, JOSEPH, HAYWOODICO-MANAGING MEMBERNA Control
CHRISMAN, JOSEPH, HAYWOODICO-MANAGING MEMBERNA Control
CHRISMAN, JOSEPH, HAYWOODICO-MANAGING MEMBERNA Control
CHRISMAN, JOSEPH, HAYWOODICO-MANAGING MEMBERNA Control
CHRISMAN, JOSEPH, HAYWOODICO-MANAGING MEMBERNA Control
CHRISMAN, JOSEPH, HAYWOODICO-MANAGING MEMBERNA Control
CHRISMAN, JOSEPH, HAYWOODICO-MANAGING MEMBERNA Control
COYLE FAMILY TRUSTDEMEMBERNA
COYLE FAMILY TRUSTDEMEMBERNA
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERNA Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERNA Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERNA Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERNA Control
COYLE, JEFFERY, LEEIMEMBER, CHIEF INVESTMENT OFFICERNA Control
COYLE, JEFFERY, LEEIMEMBER, CHIEF INVESTMENT OFFICERNA Control
GREGORY, CLAIRE, ARDENICHIEF COMPLIANCE OFFICERNA
GREGORY, CLAIRE, ARDENICHIEF COMPLIANCE OFFICERNA
GREGORY, CLAIRE, ARDENICHIEF COMPLIANCE OFFICERNA
GREGORY, CLAIRE, ARDENICHIEF COMPLIANCE OFFICERNA
GREGORY, CLAIRE, ARDENICHIEF COMPLIANCE OFFICERNA
GREGORY, CLAIRE, ARDENIMEMBER, CHIEF COMPLIANCE OFFICERNA
GREGORY, CLAIRE, ARDENIMEMBER, CHIEF COMPLIANCE OFFICERNA
LAZEL INC.DEMEMBERNA
LAZEL INC.DEMEMBERNA
LAZEL INC.DEMEMBERNA
LAZEL INC.DEMEMBERNA
LAZEL INC.DEMEMBERNA
LAZEL INC.DEMEMBERNA
LAZEL INC.DEMEMBERNA
LAZEL INC.DEMEMBERNA
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERNA Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERNA Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERNA Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERNA Control
SHANNON, SEAN, MICHAELICO-MANAGING MEMBERNA Control
SHANNON, SEAN, MICHAELICO-MANAGING MEMBERNA Control
SHANNON, SEAN, MICHAELICO-MANAGING MEMBERNA Control
SHANNON, SEAN, MICHAELICO-MANAGING MEMBERNA Control
SHANNON, SEAN, MICHAELICO-MANAGING MEMBERNA Control
SHANNON, SEAN, MICHAELICO-MANAGING MEMBERNA Control
SHANNON, SEAN, MICHAELICO-MANAGING MEMBERNA Control
SHANNON, SEAN, MICHAELICO-MANAGING MEMBERNA Control
SHANNON, SEAN, MICHAELICO-MANAGING MEMBERNA Control
SHANNON, SEAN, MICHAELICO-MANAGING MEMBERNA Control
TEME INC.DEMEMBERNA
TEME INC.DEMEMBERNA
TEME INC.DEMEMBERNA
TEME INC.DEMEMBERNA
TEME INC.DEMEMBERNA
TEME INC.DEMEMBERNA
TEME INC.DEMEMBERNA
TEME INC.DEMEMBERNA
YAFTALI, ALEXANDER, JOSEPHIMEMBER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERNA Control
YAFTALI, ALEXANDER, JOSEPHIMEMBER, CHIEF INVESTMENT OFFICERNA Control
YAFTALI, ALEXANDER, JOSEPHIMEMBER, CHIEF INVESTMENT OFFICERNA Control
YAFTALI, ALEXANDER, JOSEPHIMEMBER, CHIEF INVESTMENT OFFICERNA Control
YAFTALI, ALEXANDER, JOSEPHIMEMBER, CHIEF INVESTMENT OFFICERNA Control
YAFTALI, ALEXANDER, JOSEPHIMEMBER, CHIEF INVESTMENT OFFICERNA Control
YAFTALI, ALEXANDER, JOSEPHIMEMBER, CHIEF INVESTMENT OFFICERNA Control
YAFTALI, ALEXANDER, JOSEPHIMEMBER, CHIEF INVESTMENT OFFICERNA Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERE Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERE Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERE Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
CHRISMAN, JOSEPH, HAYWOODIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
COYLE FAMILY TRUSTDEMEMBERC Control
COYLE FAMILY TRUSTDEMEMBERC Control
COYLE FAMILY TRUSTDEMEMBERC Control
COYLE FAMILY TRUSTDEMEMBERC Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERC Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERC Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERC Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERC Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERC Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERC Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERC Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERC Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERC Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERC Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERC Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERC Control
COYLE, JEFFERY, LEEIMANAGING MEMBER, CHIEF INVESTMENT OFFICERC Control
JOLT C, INC.DEMEMBERC Control
JOLT C, INC.DEMEMBERC Control
JOLT C, INC.DEMEMBERC Control
JOLT C, INC.DEMEMBERC Control
JOLT C, INC.DEMEMBERC Control
JOLT C, INC.DEMEMBERC Control
JOLT C, INC.DEMEMBERC Control
JOLT C, INC.DEMEMBERC Control
JOLT C, INC.DEMEMBERC Control
JOLT C, INC.DEMEMBERC Control
JOLT C, INC.DEMEMBERC Control
JOLT C, INC.DEMEMBERC Control
JOLT C, INC.DEMEMBERC Control
JOLT C, INC.DEMEMBERC Control
SHANNON FAMILY INC.DEMEMBERC Control
SHANNON FAMILY INC.DEMEMBERC Control
SHANNON FAMILY INC.DEMEMBERC Control
SHANNON FAMILY INC.DEMEMBERC Control
SHANNON FAMILY INC.DEMEMBERC Control
SHANNON FAMILY INC.DEMEMBERC Control
SHANNON FAMILY INC.DEMEMBERC Control
SHANNON FAMILY INC.DEMEMBERC Control
SHANNON FAMILY INC.DEMEMBERC Control
SHANNON FAMILY INC.DEMEMBERC Control
SHANNON FAMILY INC.DEMEMBERC Control
SHANNON FAMILY INC.DEMEMBERC Control
SHANNON FAMILY INC.DEMEMBERC Control
SHANNON FAMILY INC.DEMEMBERC Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF OPERATING OFFICERC Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF OPERATING OFFICERC Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF OPERATING OFFICERC Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF OPERATING OFFICERC Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF OPERATING OFFICERC Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF OPERATING OFFICERC Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF OPERATING OFFICERC Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF OPERATING OFFICERC Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF OPERATING OFFICERC Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF OPERATING OFFICERC Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF OPERATING OFFICERC Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF OPERATING OFFICERC Control
SHANNON, SEAN, MICHAELIMANAGING MEMBER, CHIEF OPERATING OFFICERC Control
COYLE FAMILY TRUSTDEMEMBERB Control
COYLE FAMILY TRUSTDEMEMBERB Control
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERB Control
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERB Control
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERB Control
ALEXANDER J. YAFTALI FAMILY TRUSTDEMEMBERA
ALEXANDER J. YAFTALI FAMILY TRUSTDEMEMBERA
ALEXANDER J. YAFTALI FAMILY TRUSTDEMEMBERA
ALEXANDER J. YAFTALI FAMILY TRUSTDEMEMBERA
ALEXANDER J. YAFTALI FAMILY TRUSTDEMEMBERA
ALEXANDER J. YAFTALI FAMILY TRUSTDEMEMBERA
ALEXANDER J. YAFTALI FAMILY TRUSTDEMEMBERA
ALEXANDER J. YAFTALI FAMILY TRUSTDEMEMBERA
COYLE FAMILY TRUSTDEMEMBERA
COYLE FAMILY TRUSTDEMEMBERA
COYLE FAMILY TRUSTDEMEMBERA
COYLE FAMILY TRUSTDEMEMBERA
COYLE FAMILY TRUSTDEMEMBERA
COYLE FAMILY TRUSTDEMEMBERA
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERA Control
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERA Control
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERA Control
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERA Control
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERA Control
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERA Control
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERA Control
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERA Control
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERA Control
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERA Control
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERA Control
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERA Control
YAFTALI, ALEXANDER, JOSEPHIMEMBER, CHIEF COMPLIANCE OFFICERA
YAFTALI, ALEXANDER, JOSEPHICHIEF COMPLIANCE OFFICERA Control
YAFTALI, ALEXANDER, JOSEPHIMEMBER, CHIEF COMPLIANCE OFFICERA
YAFTALI, ALEXANDER, JOSEPHIMEMBER, CHIEF COMPLIANCE OFFICERA
YAFTALI, ALEXANDER, JOSEPHIMEMBER, CHIEF COMPLIANCE OFFICERA
YAFTALI, ALEXANDER, JOSEPHIMEMBER, CHIEF COMPLIANCE OFFICERA
YAFTALI, ALEXANDER, JOSEPHIMEMBER, CHIEF COMPLIANCE OFFICERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CHRISMAN FAMILY TRUSTDEJOLT C, INC.E Control
CHRISMAN FAMILY TRUSTDEJOLT C, INC.E Control
CHRISMAN FAMILY TRUSTDEJOLT C, INC.E Control
CHRISMAN FAMILY TRUSTDEJOLT C, INC.E Control
CHRISMAN FAMILY TRUSTDEJOLT C, INC.E Control
CHRISMAN FAMILY TRUSTDEJOLT C, INC.E Control
CHRISMAN, JOSEPH, HAYWOODICHRISMAN FAMILY TRUSTE Control
CHRISMAN, JOSEPH, HAYWOODICHRISMAN FAMILY TRUSTE Control
CHRISMAN, JOSEPH, HAYWOODICHRISMAN FAMILY TRUSTE Control
CHRISMAN, JOSEPH, HAYWOODICHRISMAN FAMILY TRUSTE Control
CHRISMAN, JOSEPH, HAYWOODICHRISMAN FAMILY TRUSTE Control
CHRISMAN, JOSEPH, HAYWOODICHRISMAN FAMILY TRUSTE Control
CHRISMAN, JOSEPH, HAYWOODIJOLT C, INC.E Control
CHRISMAN, JOSEPH, HAYWOODIJOLT C, INC.E Control
CHRISMAN, JOSEPH, HAYWOODIJOLT C, INC.E Control
CHRISMAN, JOSEPH, HAYWOODIJOLT C, INC.E Control
CHRISMAN, JOSEPH, HAYWOODIJOLT C, INC.E Control
COYLE, JEFFERY, LEEICOYLE FAMILY TRUSTE Control
COYLE, JEFFERY, LEEICOYLE FAMILY TRUSTE Control
COYLE, JEFFERY, LEEICOYLE FAMILY TRUSTE Control
COYLE, JEFFERY, LEEICOYLE FAMILY TRUSTE Control
COYLE, JEFFERY, LEEICOYLE FAMILY TRUSTE Control
COYLE, JEFFERY, LEEICOYLE FAMILY TRUSTE Control
COYLE, JEFFERY, LEEICOYLE FAMILY TRUSTE Control
COYLE, JEFFERY, LEEICOYLE FAMILY TRUSTE Control
COYLE, JEFFERY, LEEICOYLE FAMILY TRUSTE Control
COYLE, JEFFERY, LEEICOYLE FAMILY TRUSTE Control
COYLE, JEFFERY, LEEICOYLE FAMILY TRUSTE Control
HAEFNER, MATTHEW, BRENDANITEME INC.E Control
HAEFNER, MATTHEW, BRENDANITEME INC.E Control
HAEFNER, MATTHEW, BRENDANITEME INC.E Control
HAEFNER, MATTHEW, BRENDANITEME INC.E Control
HAEFNER, MATTHEW, BRENDANITEME INC.E Control
LORENZO, COCO, MILAZEL INC.E Control
LORENZO, COCO, MILAZEL INC.E Control
LORENZO, COCO, MILAZEL INC.E Control
LORENZO, COCO, MILAZEL INC.E Control
LORENZO, COCO, MILAZEL INC.E Control
SHANNON FAMILY TRUSTDESHANNON FAMILY INC.E Control
SHANNON FAMILY TRUSTDESHANNON FAMILY INC.E Control
SHANNON FAMILY TRUSTDESHANNON FAMILY INC.E Control
SHANNON FAMILY TRUSTDESHANNON FAMILY INC.E Control
SHANNON FAMILY TRUSTDESHANNON FAMILY INC.E Control
SHANNON FAMILY TRUSTDESHANNON FAMILY INC.E Control
SHANNON, SEAN, MICHAELISHANNON FAMILY TRUSTE Control
SHANNON, SEAN, MICHAELISHANNON FAMILY TRUSTE Control
SHANNON, SEAN, MICHAELISHANNON FAMILY TRUSTE Control
SHANNON, SEAN, MICHAELISHANNON FAMILY TRUSTE Control
SHANNON, SEAN, MICHAELISHANNON FAMILY TRUSTE Control
SHANNON, SEAN, MICHAELISHANNON FAMILY TRUSTE Control
SHANNON, SEAN, MICHAELISHANNON FAMILY INC.E Control
SHANNON, SEAN, MICHAELISHANNON FAMILY INC.E Control
SHANNON, SEAN, MICHAELISHANNON FAMILY INC.E Control
SHANNON, SEAN, MICHAELISHANNON FAMILY INC.E Control
SHANNON, SEAN, MICHAELISHANNON FAMILY INC.E Control
YAFTALI, ALEXANDER, JOSEPHIALEXANDER J. YAFTALI FAMILY TRUSTE Control
YAFTALI, ALEXANDER, JOSEPHIALEXANDER J. YAFTALI FAMILY TRUSTE Control
YAFTALI, ALEXANDER, JOSEPHIALEXANDER J. YAFTALI FAMILY TRUSTE Control
YAFTALI, ALEXANDER, JOSEPHIALEXANDER J. YAFTALI FAMILY TRUSTE Control
YAFTALI, ALEXANDER, JOSEPHIALEXANDER J. YAFTALI FAMILY TRUSTE Control

Registrations

Federal

IA
Sep 27, 2025 REGISTERED

Notice Filings (6)

CA LA NH NY OR TX

Address

1230 ROSECRANS AVENUE
SUITE 425
MANHATTAN BEACH, CA 90266
United States
Phone: 310-496-7377