Sponsor portfolio
MONOGRAPH WEALTH ADVISORS
EIN 47-2324990financial servicesLatest filing 2025
Plans
1
Retirement
1
$3.0M assets
Welfare
0
Participants
20
1230 ROSECRANS AVENUE,, SUITE 425 - MANHATTAN BEACH, CA 90266310-496-7377monographwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONOGRAPH WEALTH ADVISORS 401(K) PSP & TRUST | 401k | $3.0M | 20 | 2025 |
Retirement plans