Overview
Assets Under Management: $337 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 171
Average Client Assets: $2 million
Frequently Asked Questions
MONARCH WEALTH STRATEGIES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136029), MONARCH WEALTH STRATEGIES is subject to fiduciary duty under federal law.
MONARCH WEALTH STRATEGIES is headquartered in SANTA BARBARA, CA.
MONARCH WEALTH STRATEGIES serves 171 high-net-worth clients according to their SEC filing dated October 18, 2024. View client details ↓
According to their SEC Form ADV, MONARCH WEALTH STRATEGIES offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MONARCH WEALTH STRATEGIES manages $337 million in client assets according to their SEC filing dated October 18, 2024.
According to their SEC Form ADV, MONARCH WEALTH STRATEGIES serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.67
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 925
Discretionary Accounts: 925
Regulatory Filings
CRD Number: 136029
Last Filing Date: 2024-10-18 00:00:00
Website: https://mwsus.com