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| Keyboard |
| Monarch Wealth Strategies
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|---|---|
| CRD # | 136029 |
| SEC # | 801-118775 |
| CIK # | |
| AUM | 463.5 M (2026-03-25) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 805-564-0800 |
| Address | 222 East Carillo Street Santa Barbara, CA 93101 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 107.4 |
| (b) Individuals (high net worth individuals) | 161 | 331.1 |
| (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 | 3 | 10.1 |
| (h) Charitable organizations | 2 | 14.8 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 956 | 463.5 |
| By Discretionary | ||
| Discretionary | 956 | 463.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 956 | 463.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.0 | |
| United States Persons | 455.5 | |
| Total | 956 | 463.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
LPWM LLC
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|
MN | 464.8 M |
|
HMV Wealth Advisors LLC
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|
LA | 464.8 M |
|
Colonial River Investments LLC
✚
|
VA | 464.4 M |
|
Accountants Proprietary Financial Servicenet Inc
✚
|
NY | 464.3 M |
|
SARD Wealth Management Group LLC
✚
|
GA | 464.0 M |
|
Independence Financial Advisors LLC
✚
|
NH | 463.8 M |
|
MKT Advisors LLC
✚
|
CA | 463.7 M |
|
Miller Financial Services LLC
✚
|
MI | 462.9 M |
|
Plum Street Advisors LLC
✚
|
462.8 M | |
|
Tidemark LLC
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|
CA | 462.5 M |