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MONARCH WEALTH MANAGEMENT, LLC
CRD 148648
4901 W. 136TH ST., STE 21, LEAWOOD, KS, 66224, United States
Phone
913-387-2048
Fax
913-387-2020
Registration
— (—)
Source
State registered
Total AUM
$49.6M
Discretionary AUM
$49.6M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $40.7M |
Official SEC filing: View on IAPD