CRD: 173949
Monograph Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2015
- Office Locations
- 1
Office Locations
About Monograph Wealth Advisors, LLC
Monograph Wealth Advisors is a California-based RIA serving affluent families and institutions with a focus on intergenerational wealth planning. The firm offers financial, estate, tax, charitable, and business succession planning alongside portfolio construction and risk management using active asset allocation across mutual funds, ETFs, fixed income, and select alternatives/impact strategies. Custody includes Schwab and Fidelity; reporting uses Addepar.
Team overview
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Owner & Executives
JOSEPH HAYWOOD CHRISMAN
Co-Managing Partner
- CRD
- #4668725
- Ownership
- Less than 5%
CLAIRE ARDEN GREGORY
Chief Compliance Officer, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MATTHEW BRENDAN HAEFNER
Partner
- CRD
- #5808314
MIGUEL VINCENTE IRAZABAL
Wealth Strategist
- CRD
- #5753302
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,163,017,180 | $2,883,334 |
| Non-Discretionary | $84,926,537 | $3,033,091 |
| Total | $3,247,943,717 | $2,887,061 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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