# MONOGRAPH WEALTH ADVISORS, LLC

MONOGRAPH WEALTH ADVISORS, LLC of MANHATTAN BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 173949
- Type: SEC-registered investment adviser
- SEC file number: 801-80679
- Location: 1230 ROSECRANS AVENUE, SUITE 425, MANHATTAN BEACH, CA, 90266
- Phone: 310-496-7377
- Latest filing: 2026-03-27
- Regulatory AUM: $3.2B
- Discretionary AUM: $3.2B
- Non-discretionary AUM: $84.9M
- Clients: 20
- Accounts: 1,125

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Alexander Joseph Yaftali | MEMBER, CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Joseph Haywood Chrisman | CO-MANAGING MEMBER; TRUSTEE | — |
| Sean Michael Shannon | CO-MANAGING MEMBER; TRUSTEE | — |
| Jeffery Lee Coyle | TRUSTEE | — |
| Coco M Lorenzo | MEMBER | — |
| Matthew Brendan Haefner | TRUSTEE | — |
| Claire Arden Gregory | CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| COYLE JEFFERY LEE | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF INVESTMENT OFFICER; MEMBER, CHIEF INVESTMENT OFFICER (+1 more) | — |
| CHRISMAN JOSEPH HAYWOOD | CO-MANAGING MEMBER; MANAGING MEMBER; MANAGING MEMBER, CHIEF EXECUTIVE OFFICER (+1 more) | — |
| YAFTALI ALEXANDER JOSEPH | CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF INVESTMENT OFFICER (+2 more) | — |
| LORENZO COCO M | MEMBER | — |
| SHANNON SEAN MICHAEL | CO-MANAGING MEMBER; MANAGING MEMBER, CHIEF EXECUTIVE OFFICER; MANAGING MEMBER, CHIEF OPERATING OFFICER (+1 more) | — |
| GREGORY CLAIRE ARDEN | CHIEF COMPLIANCE OFFICER | — |
| HAEFNER MATTHEW BRENDAN | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173949/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173949/similar
- Related entities: https://search.stillhousedata.com/firm/173949/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173949

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.