Monograph Wealth Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Monograph Wealth is an employee-owned, independent financial advisor based in Manhattan Beach, California, serving a nationwide clientele. It concentrates on advising affluent families with multigenerational wealth on planning and investment management that tie asset strategy to life objectives, while upholding fiduciary duties and a transparent fee structure.

Its offerings span public and private investments alongside planning disciplines such as tax and fee efficiency, pre-liquidity planning, estate planning, strategic philanthropy, multigenerational planning, and professional team coordination. The firm has developed its own wealth planning technology to provide a single view of a family's wealth journey. Typical client assets range from $30 million to $500 million, and the firm targets a client-to-professional ratio of about 10 to 1. In 2019, Monograph expanded its offices to Bridgeton, New Jersey, indicating geographic growth.

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