Coco Lorenzo
Monograph Wealth · Manhattan Beach, California
Coco Lorenzo is a fee-only financial advisor at Monograph Wealth in Manhattan Beach, California, who holds the CFP credential. Coco focuses on estate & legacy planning, family wealth transfer and founders (pre-exit). Monograph Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
- Founders
Facts
| Firm | Monograph Wealth |
|---|---|
| Based in | Manhattan Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.25B across 1,125 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4598724 |
| Exams passed | Series 66 (2005) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.monographwealth.com |
| Profile |
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Questions about Coco
Is Coco Lorenzo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Coco holds no broker registration, and Monograph Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Coco charge for financial advice?
Coco's firm, Monograph Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Coco Lorenzo based?
Coco Lorenzo is based in Manhattan Beach, California.
What does Coco specialize in?
Coco's specialties include estate & legacy planning, family wealth transfer and founders (pre-exit). Coco works with multi-generational families, ultra high net worth and founders.
What credentials does Coco Lorenzo hold?
Coco Lorenzo holds the CFP credential.
Is Coco Lorenzo registered with the SEC?
Yes. Coco Lorenzo is registered as an investment adviser representative in CA (CRD 4598724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monograph Wealth manage?
Monograph Wealth reports $3.25B across 1,125 accounts in assets under management.
How do I contact Coco Lorenzo?
Through Coco's website, www.monographwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Monograph Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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