Who owns MONOGRAPH WEALTH ADVISORS, LLC?

No ownership or control links for MONOGRAPH WEALTH ADVISORS, LLC are resolved in the current sources yet — view the network graph to expand, or pull the cited JSON dossier.

What is MONOGRAPH WEALTH ADVISORS, LLC's risk level?

MONOGRAPH WEALTH ADVISORS, LLC has not yet been risk-scored — absence of a score means "not yet assessed", not "clean". Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership.

Where does MONOGRAPH WEALTH ADVISORS, LLC appear across sources?

MONOGRAPH WEALTH ADVISORS, LLC is indexed in the WhiteIntel corporate-ownership graph (US), with a source on every claim.

LIVE · CORPUS

SnitchScore · reading…

evidence coverage

■

MONOGRAPH WEALTH ADVISORS, LLC

Name: MONOGRAPH WEALTH ADVISORS, LLC — ownership dossier
Creator: WhiteIntel
License: https://whiteintel.dev/terms
Keywords: corporate ownership, beneficial ownership, UBO, corporate intelligence, OSINT, corporate registry, MONOGRAPH WEALTH ADVISORS, LLC, Company, US

UnscoredCompanyUS

Company · US

View network

JSON / MCPsample

Markdown twin

/01

Ownership & control

No ownership or control links resolved yet

An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.

Expand in graph

Premium Dossier€99

Everything in the Standard Dossier, plus every asset and UK title we hold on this subject, itemised — vessels, aircraft, securities, property.

Everything we hold on MONOGRAPH WEALTH ADVISORS, LLC, resolved and sourced — yours to keep, no subscription.

125 assets
Branded PDF + un-redacted JSON · every claim linked to its source
Re-download for 90 days

125 assets

Guest checkout · email only · re-download 90 days. Or subscribe from €149.

WHAT YOU CAN SEEFREE

YOURS NOW · FREE4

Identity, address & registry profile
Sanctions & watchlist detail
Direct connections (1 hop)
Community notes

BEHIND THE GLASS2

Linked vessels & aircraftPREMIUM
Full export (PDF + un-redacted JSON) & change alertsPREMIUM

See what unlocking adds

/02

Assets held

125 assetsPREMIUM

125 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.

Unlock Premium Dossier€99

/03

People & control

99 parties · 0 current

Every officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.

●
Alnylam Pharmaceuticals
Also holds roles at 4 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
ALPHABET CLASS A
Also holds roles at 20 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Fosse Capital Partners LLP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
●
ALPHABET CLASS C
Also holds roles at 22 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Merlin Capital, Inc13F holder
●
AMAZON.COM INC
Also holds roles at 21 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
APPLE INC
Also holds roles at 23 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
ARCHER DANIELS MIDLAND CO COM
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
- Capstone Financial Advisors, Inc.13F holder
●
BERKSHIRE HATHAWAY INC - CL B
Also holds roles at 19 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
BLACKSTONE INC COM
Also holds roles at 7 other companies
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
BP PLC - ADR
Also holds roles at 5 other companies
- BRANDES INVESTMENT PARTNERS, LP13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
BRISTOL-MYERS SQUIBB CO
Also holds roles at 14 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
BROOKFIELD CORP CL A LTD VT SH
Also holds roles at 3 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
●
BROWN FORMAN CORP CL B
Also holds roles at 4 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
CHARLES SCHWAB CORPORATION
Also holds roles at 15 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
●
CHEVRON CORP
Also holds roles at 18 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
CHURCH & DWIGHT CO INC COM
Also holds roles at 7 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
CISCO SYSTEMS INC
Also holds roles at 16 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
COCA COLA CO
Also holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
COMCAST CORP - CL A
Also holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
CONSTELLATION BRANDS INC-A
Also holds roles at 8 other companies
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
CORTEVA INC COM
Also holds roles at 7 other companies
- BRANDES INVESTMENT PARTNERS, LP13F holder
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
●
CSX CORP COM
Also holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
DANAHER CORPORATION COM
Also holds roles at 12 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
DEERE & CO COM
Also holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
●
DEVON ENERGY CORP NEW COM
Also holds roles at 6 other companies
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
DIMENSIONAL ETF TRUST
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- Regis Acquisition Inc.13F holder
●
DISCOVER FINL SVCS COM
Also holds roles at 6 other companies
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
DISNEY WALT CO
Also holds roles at 14 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
DOW INC
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
●
DUPONT DE NEMOURS INC
Also holds roles at 9 other companies
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
Eaton Vance Tax Managed Diversified Equity
Also holds roles at 1 other company
- CoreFirst Bank & Trust13F holder
●
EMERSON ELECTRIC COMPANY
Also holds roles at 9 other companies
- BRANDES INVESTMENT PARTNERS, LP13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
Envista Holdings Corp
Also holds roles at 4 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
●
EXXON MOBIL CORP
Also holds roles at 16 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
FACEBOOK INC-A
Also holds roles at 18 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
FERRARI N V
Also holds roles at 4 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
FINANCIAL SELECT SECTOR SPDR FUND
Also holds roles at 8 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
●
FLEXSHARES NATURAL RESOURCES ETF
Also holds roles at 3 other companies
- Regis Acquisition Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- CoreFirst Bank & Trust13F holder
●
GENERAL MILLS INCORPORATED
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
- Capstone Financial Advisors, Inc.13F holder
●
HERSHEY CO COM
Also holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
HOME DEPOT INC
Also holds roles at 16 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
HONEYWELL INTERNATIONAL INC
Also holds roles at 11 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
INTERNATIONAL BUSINESS MACHINE
Also holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
INTUIT COM
Also holds roles at 11 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
INVESCO EXCHANGE TRADED FD T
Also holds roles at 1 other company
- Freedom Investment Management, Inc.13F holder
●
INVESCO QQQ TR
Also holds roles at 7 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
●
INVESCO S&P 500 EQUAL WEIGHT ETF
Also holds roles at 3 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
Ishares Biotechnology ETF
Also holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- MINOT CAPITAL, LP13F holder
- HSBC HOLDINGS PLC13F holder
●
ISHARES CORE S&P MID-CAP ETF
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
●
ISHARES PREFERRED & INCOME SECURITIES ETF
Also holds roles at 5 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES RUSSELL 1000 GROWTH ETF
Also holds roles at 8 other companies
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES RUSSELL 2000 ETF
Also holds roles at 7 other companies
- Marathon Trading Investment Management LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES RUSSELL 2000 VALUE ETF
Also holds roles at 7 other companies
- Belmont Capital, LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
ISHARES S&P 500 VALUE ETF
Also holds roles at 3 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
●
ISHARES S&P SMALL-CAP 600 VALUE ETF
Also holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
●
ISHARES TR
Also holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
JOHNSON & JOHNSON
Also holds roles at 17 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
JPMORGAN CHASE & CO
Also holds roles at 19 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
Korn Ferry
Also holds roles at 4 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
Lions Gate Entertainmen
Also holds roles at 4 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- Gladius Capital Management LP13F holder
●
LOCKHEED MARTIN CORPORATION
Also holds roles at 13 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
Markel Group Inc
Also holds roles at 7 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
●
MICROCHIP TECHNOLOGY INC
Also holds roles at 10 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
MICROSOFT CORP
Also holds roles at 20 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
●
MONDELEZ INTL INC CL A
Also holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
●
MORGAN STANLEY
Also holds roles at 12 other companies
- Marathon Trading Investment Management LLC13F holder
- Vinva Investment Management Ltd13F holder
- Capstone Financial Advisors, Inc.13F holder
●
NIKE INC - CL B
Also holds roles at 14 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
●
NVIDIA CORP
Also holds roles at 19 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
PATHFINDER BANCORP INC MD
Also holds roles at 1 other company
- VANGUARD GROUP INC13F holder
●
PAYPAL HLDGS INC
Also holds roles at 11 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
●
PEPSICO INCORPORATED
Also holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
PFIZER INC
Also holds roles at 18 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
Phillips Edison & Compa
Also holds roles at 3 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
●
PROCTER AND GAMBLE COMPANY
Also holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
SCHWAB INTERNATIONAL EQUITY ETF
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SCHWAB U.S. BROAD MARKET ETF
Also holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- Regis Acquisition Inc.13F holder
●
SCHWAB U.S. LARGE-CAP VALUE ETF
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SELECT SECTOR SPDR TR
Also holds roles at 6 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Also holds roles at 4 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SPDR S&P 500 ETF TRUST
Also holds roles at 15 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
SPDR S&P DIVIDEND ETF
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
●
SPDR S&P MIDCAP 400 ETF TRUST
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
●
STAR GROUP L P
Also holds roles at 2 other companies
- Gladius Capital Management LP13F holder
- VANGUARD GROUP INC13F holder
●
STARBUCKS CORP
Also holds roles at 15 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
●
TARGET CORP
Also holds roles at 14 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
●
TESLA INC
Also holds roles at 18 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
TEXTRON INC COM
Also holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- Estabrook Capital Management13F holder
●
THERMO FISHER SCIENTIFIC INC
Also holds roles at 15 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
UNION PACIFIC CORPORATION
Also holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
VANGUARD ADMIRAL FDS INC
Also holds roles at 1 other company
- HSBC HOLDINGS PLC13F holder
●
VANGUARD DIVIDEND APPRECIATION ETF
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
●
VANGUARD FTSE DEVELOPED MARKETS ETF
Also holds roles at 8 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
VANGUARD FTSE EMERGING MARKETS ETF
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
●
VANGUARD INDEX FDS
Also holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
VANGUARD S&P 500 ETF
Also holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
●
VANGUARD TOTAL STOCK MARKET ETF
Also holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
●
VISA INC - CL A
Also holds roles at 18 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
WEC ENERGY GROUP INC COM
Also holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
ZIMMER BIOMET HOLDINGS INC COM
Also holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder

99 parties · 0 current. Ceased and resigned records are retained as history.

Community intel

Crowd leads · unverified

Tips, corrections and leads contributed by the community on MONOGRAPH WEALTH ADVISORS, LLC. These are unverified leads, not WhiteIntel findings — we surface them for investigators to chase, and analyse the corroborated ones into SnitchScore.

Loading tips…