Monarch Wealth Strategies

RIASEC RegisteredEst. 2020

Total AUM

$463M

Discretionary

$463M

100% of AUM

Avg account

$485K

Accounts

956

Employees

Advisory reps

Firm details

Headquarters: Santa Barbara, California
CRD number: 136029
Registered since: May 22, 2020
Website: www.mwsus.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI71.44%
Individuals23.17%
Charitable Organizations3.19%
Pension & Profit Sharing Plans2.18%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Monarch Wealth Strategies is an independent registered investment adviser organized as a corporation and SEC-registered in 2020. Ownership is domestic/individual and the firm serves both individual and family clients as well as institutional accounts. Its advisory practice centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fees are charged primarily as a percentage of assets under management, with hourly billing available for certain services. The firm does not act as a capital allocator and does not identify as an active ESG investor.