CRD: 173949
Monograph Wealth Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 26, 2025 and March 27, 2026, reported AUM increased 26.0%, from $2.6B to $3.2B.
Across 5 reported observations, AUM increased 64.5% between July 1, 2022 and March 27, 2026, from $2.0B to $3.2B.
Of the latest reported AUM, 97.4% is discretionary and 2.6% is non-discretionary.
The firm reports 10 advisory representatives and 213 clients, or 21.3 clients per representative. That equates to $15.2M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Monograph Wealth Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Monograph Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.