Alexandra Morgan Ong

Employer firm

Monograph Wealth Advisors, LLC CRD 173949

$3.25B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 08/2022
  Charles Schwab & Co., Inc.
  Santa Monica, CA
• 01/2021 → 09/2022
  Charles Schwab Bank, Ssb
  Santa Monica, CA
• 04/2017 → 03/2020
  The Center For Investment And Wealth Management
  Irvine, CA
• 07/2019 → 09/2022
  Fulfillment Fund
  Los Angeles, CA
• 07/2018 → 11/2018
  Peace Halo Jewelry
  Huntington Beach, CA
• 09/2016 → 06/2020
  University Of California Irvine
  Irvine, CA
• 09/2010 → 09/2016
  Marlborough School
  Los Angeles, CA
• 03/2020 → 01/2021
  Unemployed
  Los Angeles, CA
• 09/2022 → 02/2024
  Miracle Mile Advisors, Llc
  Los Angeles, CA
• 02/2024 → 05/2025
  Evoke Advisors
  Los Angeles, CA
• 06/2025 → Present
  Monograph Wealth Advisors, Llc
  Manhattan Beach, CA

Previous Registrations

• 2024-09-27 → 2025-05-27
  Evoke Advisors
  Los Angeles, CA
• 2023-04-11 → 2024-02-21
  Composition Wealth, Llc
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-11
• S63 Uniform Securities Agent State Law Examination
  2022-05-21

Other Names

• Ally M Ong