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| Monarch Wealth Strategies
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| |
|---|---|
| CRD # | 136029 |
| SEC # | 801-118775 |
| CIK # | |
| AUM | $336.8 MM (2024-03-22) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 805-564-0800 |
| Address | 222 East Carillo Street Santa Barbara, CA 93101 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 70.6 |
| (b) Individuals (high net worth individuals) | 163 | 252.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 9.0 |
| (h) Charitable organizations | 2 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 925 | 336.8 |
| By Discretionary | ||
| Discretionary | 925 | 336.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 925 | 336.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 336.8 | |
| Total | 925 | 336.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Keeler Thomas Management LLC
✚
|
UT | 0.3 |
|
G&S Capital LLC
✚
|
CO | 0.3 |
|
Old Bridge Capital Management Private Limited
✚
|
0.3 | |
|
Eukles Asset Management LLC
✚
|
OH | 0.3 |
|
ENZI Wealth LLC
✚
|
TX | 0.3 |
|
Riverpark Capital Management LLC
✚
|
NY | 0.3 |
|
Weaver Capital Management LLC
✚
|
GA | 0.3 |
|
Capstone Wealth Management LLC
✚
|
AL | 0.3 |
|
Kensho Capital LLC
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|
0.3 | |
|
Old North State Wealth Management LLC
✚
|
NC | 0.3 |