Monograph Wealth Advisors

EST. AUM
$3,247,943,717

CONTACTS
12

CLIENT ACCOUNTS
1,125

Firm Details

Metro area Los Angeles
CRD Number 173949
Website monographwealth.com
Client types

Overview

Monograph is an employee-owned independent advisor headquartered in Southern California, catering to clients across the nation. They prioritize transparency, offering a fee structure that grants clients unrestricted access to products and services, ensuring the removal of conflicts of interest. Their typical client base possesses wealth ranging from $30 million to $500 million, with a targeted client-to-professional ratio of 10:1. Monograph focuses on a select group of families and institutions, committed to serving as fiduciaries who prioritize their clients' interests above all else. Monograph Wealth is a financial advisory firm dedicated to guiding families with multigenerational wealth. They view wealth as an embodiment of effort, history, and values, emphasizing its role in purchasing time and opportunities. Their approach involves a balance-sheet-level process to reveal present and future opportunities through sound financial strategies. Their mission is to revolutionize financial advising by focusing on technology-embedded, balance-sheet-level methodologies for adaptable and transparent wealth management. Monograph's team comprises experienced investment professionals committed to delivering exceptional expertise and service tailored to affluent families' needs. They offer programs, services, and technologies curated to meet the complexities of wealth management. Monograph’s programs and services are specialized for affluent families, and related institutions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Monograph Wealth Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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