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Member, Chief Operating Officer · Monograph Wealth Advisors, LLC

Claire A. Gregory

CRD 7152715 · Named on Form ADV at one SEC-registered adviser

At a glance

Monograph Wealth Advisors, LLC, an SEC-registered wealth manager based in Manhattan Beach, CA with $3.2 billion in regulatory assets, lists Claire A. Gregory on its Form ADV as Member, Chief Operating Officer.

Firms and roles

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Claire’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Claire’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.