MONARCH WEALTH MANAGEMENT, LLC

Overview

Monarch Wealth Management, LLC is an independent registered investment adviser focused on serving individual and family clients through fee-based portfolio management and financial planning. The firm favors equity-centered portfolios, with a clear tilt toward non-exchange traded equity positions, and implements strategies across separately managed accounts and pooled mutual fund solutions. Its advisory approach blends traditional equity exposure with alternative allocations intended to diversify return drivers and provide income or inflation hedges. The firm charges a percentage-of-AUM fee and manages portfolios on a discretionary basis. Investment activity suggests a preference for customized equity allocations—including private or restricted-equity positions—augmented by targeted allocations to third-party alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices