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1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-01 |
Branch Locations
1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monograph Wealth Advisors, Llc | El Segundo | CA | 02/2015 | 06/2022 |
| Monograph Wealth Advisors, Llc | El Segundo | CA | 07/2022 | 12/2022 |
| Monograph Wealth Advisors, Llc | Manhattan Beach | CA | 01/2023 | Present |
Name: Libretto LLC Investment-Related: Yes Address: 6060 Center Drive, 10th Floor, Los Angeles, CA 90045 Nature of business: Financial Planning Software Position: Member Start Date of Relationship: 03/2015 Hours/Month: None Hours during securities trading hours: None Duties: None
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