Monograph Wealth Revenue
Financial Services • 
1230 Rosecrans Avenue, Suite 425, United States • 11-20 Employees
Monograph Wealth revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Key Contacts at Monograph Wealth
Scott Koch
Director Of Philanthropy
Claire Gregory
Chief Compliance Officer & Director, Operations
Coco Lorenzo
Partner, Director Of Client Services
Company overview
| Headquarters | 1230 Rosecrans Avenue, Suite 425, Manhattan Beach, California 90266, US |
| Phone number | +13104967377 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2015 |
| Employees | 11-20 |
| Socials |
Monograph Wealth Email Formats
Monograph Wealth uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@monographwealth.com), used 39.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@monographwealth.com | 39.3% |
{first name} | john@monographwealth.com | 21.4% |
{first initial} | j@monographwealth.com | 17.9% |
{first name}{last name} | johndoe@monographwealth.com | 14.3% |
{last name}{last name} | doedoe@monographwealth.com | 7.1% |
About Monograph Wealth
At Monograph, we believe a family’s wealth is an expression of effort, industry, history, values, and purpose. This is why we proudly advise families who have or are creating multigenerational wealth. We’re committed to changing how the financial advice industry approaches planning and investment management. Our mission is to guide our clients to realize a successful investment experience and enjoy intergenerational family capital with purpose and clarity. Developed by our principals, our wealth planning technology provides a single pane through which Monograph families chart the future of their experience with wealth. We build purpose – driven, investment strategies, illuminating how unique assets are invested to fund specific life objectives. Monograph’s programs and services are specialized for affluent families, and related institutions, and they include: • Public & Private Investments • Tax & Fee Efficiency • Pre-Liquidity Planning • Estate Planning • Strategic Philanthropy • Multigenerational Planning • Professional Team Coordination Monograph is a Southern California-based, employee-owned independent advisor serving a nationwide clientele. We operate on a transparent fee structure that gives our clients unconstrained product and service access while mitigating potential conflicts of interest. • Typical client wealth ranges from $30MM to $500MM+. • Targeted client to professional ratio of 10:1. • Engaged with a select group of families and institutions. • We are fiduciaries who put our clients’ interests first.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Monograph Wealth has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Monograph Wealth has never raised funding before.
Monograph Wealth Tech Stack
Discover the technologies and tools that power Monograph Wealth's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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