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MONARCH WEALTH STRATEGIES
CRD 136029 · SEC 801-118775
222 EAST CARILLO STREET, SUITE 208, SANTA BARBARA, CA, 93101, United States
Phone
(805) 564-0800
Fax
(805) 564-0808
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$463.5M
Discretionary AUM
$463.5M
Team
7 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 229 | $107.4M |
| High net worth individuals | 161 | $331.1M |
| Pension/profit sharing plans | 3 | $10.1M |
| Charitable organizations | 2 | $14.8M |
| Corporations/business entities | 1 | $69K |
States served
AZ, CA, CO, LA, NV, NY, OR, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD