This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MONOGRAPH WEALTH ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Feb 3, 2014

First registration

Mar 10, 2014

Dual registered

no

IAPD individual key

6267538

• Occurred

  May 11, 2023
  Advisor changed firm

  William James Martinet left Cresset Asset Management, Llc for Monograph Wealth Advisors, Llc (registered 2023-06-29)

  Form ADVobserved 6 days ago
• Occurred

  Mar 25, 2022
  Advisor changed firm

  William James Martinet left Evoke Advisors for Cresset Asset Management, Llc (registered 2022-03-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:848b41ed-17a1-71f7-baba-0f76151374ce

First observed

Mar 10, 2014

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.