MONOGRAPH WEALTH ADVISORS, LLC of MANHATTAN BEACH, CA is an SEC-registered investment adviser (CRD 173949). Regulatory assets under management: $3.2B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |