MONOGRAPH WEALTH ADVISORS, LLC

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UUIDd4cf6f7d-4cb7-5b62-a4e2-f158ddf8e7e3

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	173949	173949	—	1.0
cik	0001776588	1776588	—	—
sec_file_number	801-80679	801-80679	—	—

Profile

WebsiteHTTP://WWW.MONOGRAPHWEALTH.COM

HQ CityMANHATTAN BEACH

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)2,578,025,744.0
RAUM (discretionary)2,500,080,575.0
Actionable assets2,555,186,831.0
Accounts1,059.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM217,926,606.0
HNW AUM2,286,715,173.0

As of 2025-07-18 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CHRISMAN, JOSEPH, HAYWOOD	TRUSTEE	OFFICER	—	{"filing_id": "2018564", "owner_id": "4668725", "source": "adv_part1", "table": "Schedule_A_B"}
COYLE, JEFFERY, LEE	TRUSTEE	OFFICER	—	{"filing_id": "2018564", "owner_id": "1635832", "source": "adv_part1", "table": "Schedule_A_B"}
HAEFNER, MATTHEW, BRENDAN	TRUSTEE	OFFICER	—	{"filing_id": "2018564", "owner_id": "5808314", "source": "adv_part1", "table": "Schedule_A_B"}
JOLT C, INC.	MEMBER	OFFICER	—	{"filing_id": "2018564", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LORENZO, COCO, M	MEMBER	OFFICER	—	{"filing_id": "2018564", "owner_id": "4598724", "source": "adv_part1", "table": "Schedule_A_B"}
SHANNON FAMILY INC.	MEMBER	OFFICER	—	{"filing_id": "2018564", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SHANNON, SEAN, MICHAEL	TRUSTEE	OFFICER	—	{"filing_id": "2018564", "owner_id": "5270198", "source": "adv_part1", "table": "Schedule_A_B"}
YAFTALI, ALEXANDER, JOSEPH	TRUSTEE	OFFICER	—	{"filing_id": "2018564", "owner_id": "4776126", "source": "adv_part1", "table": "Schedule_A_B"}
ALEXANDER J. YAFTALI FAMILY TRUST	MEMBER	EMPLOYEE	—	{"filing_id": "2018564", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
COYLE FAMILY TRUST	MEMBER	EMPLOYEE	—	{"filing_id": "2018564", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
GREGORY, CLAIRE, ARDEN	MEMBER, CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2018564", "owner_id": "7152715", "source": "adv_part1", "table": "Schedule_A_B"}
LAZEL INC.	MEMBER	EMPLOYEE	—	{"filing_id": "2018564", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TEME INC.	MEMBER	EMPLOYEE	—	{"filing_id": "2018564", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/26/2025 08:57:05 PM",
  "filing_id": "2018564",
  "reg_type": "IA"
}
```