William J. Martinet

MONOGRAPH WEALTH ADVISORS

MANHATTAN BEACH, CA 90266

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CRD#: 6267538

Professional summary

William James Martinet is a registered financial advisor currently at MONOGRAPH WEALTH ADVISORS, LLC located in Manhattan Beach, California.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. William has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Martinet's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 29, 2023 - Present

MONOGRAPH WEALTH ADVISORS, LLC

Office #1: 1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266

RIA

CRD#: 173949

MANHATTAN BEACH, CA

Past

March 24, 2022 - May 11, 2023

CRESSET ASSET MANAGEMENT, LLC

RIA

CRD#: 288566

SANTA MONICA, CA

Past

June 6, 2019 - March 25, 2022

EVOKE ADVISORS

RIA

CRD#: 300856

LOS ANGELES, CA

Past

March 10, 2014 - June 4, 2019

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 108559

Los Angeles, CA

Past

January 17, 2014 - June 4, 2019

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MONOGRAPH WEALTH ADVISORS, LLC

MONOGRAPH | MONOGRAPH WEALTH ADVISORS, LLC

CRD#: 173949 / SEC#: 801-80679

RIA

Registered Investment Advisory firm - (1/2/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/29/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/7/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/3/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 22

Date: 1/16/2014

Direct Participation Programs Representative Examination

Current Firm

MONOGRAPH WEALTH ADVISORS, LLC

MONOGRAPH | MONOGRAPH WEALTH ADVISORS, LLC

CRD#: 173949 / SEC#: 801-80679

RIA

Registered Investment Advisory firm - (1/2/2015 Approved)

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Contact information

Main Address

1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266

Mailing Address

Phone number

(310) 496-7377

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MONOGRAPH WEALTH ADVISORS - FORM ADV PART 2A (9/26/2025)

Regulatory assets under management

Total Number of Accounts	1,059
AUM (Assets Under Management)	$ 2,578,025,744

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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William J. Martinet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Martinet's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRESSET ASSET MANAGEMENT, LLC

EVOKE ADVISORS

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

FIRST REPUBLIC SECURITIES COMPANY, LLC

Primary Firm SEC Registration

MONOGRAPH WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/2014

Series 63

Date: 2/3/2014

SIE

Date: 10/1/2018

Series 22

Date: 1/16/2014

Current Firm

MONOGRAPH WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONOGRAPH WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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