Alexandra Morgan Ong
Investment adviser representative at Monograph Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$3.2BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Monograph Wealth Advisors, LLCJun 2025 to now
- Evoke AdvisorsFeb 2024 to May 2025
- Miracle Mile Advisors, LLCSep 2022 to Feb 2024
- Charles Schwab Bank, SsbJan 2021 to Sep 2022
- Charles Schwab & Co., Inc.Jan 2021 to Aug 2022
- UnemployedMar 2020 to Jan 2021
- Fulfillment FundJul 2019 to Sep 2022
- Peace Halo JewelryJul 2018 to Nov 2018
- The Center for Investment and Wealth ManagementApr 2017 to Mar 2020
- University of California IrvineSep 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Monograph Wealth Advisors, LLC
$3.2BAssets managed
213Clients
10Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7329237
- Firm CRD
- 173949