William James Martinet

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

• 10/2013 → 05/2019
  First Republic Investment Management
  Los Angeles, CA
• 11/2013 → 05/2019
  First Republic Securities Company, Llc
  Los Angeles, CA
• 05/2019 → 03/2022
  Evoke Wealth, Llc
  Los Angeles, CA
• 03/2022 → 05/2023
  Cresset Asset Management, Llc
  Santa Monica, CA
• 06/2023 → Present
  Monograph Wealth Advisors, Llc
  El Segundo, CA

Previous Registrations

• 2022-03-24 → 2023-05-11
  Cresset Asset Management, Llc
  Santa Monica, CA
  Chicago, IL
• 2019-06-06 → 2022-03-25
  Evoke Advisors
  Los Angeles, CA
• 2014-03-10 → 2019-06-04
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-07
• S63 Uniform Securities Agent State Law Examination
  2014-02-03