MONARCH WEALTH STRATEGIES

222 East Carillo Street
Suite 208
Santa Barbara, California 93101
Tel: (805) 564-0800

About MONARCH WEALTH STRATEGIES

MONARCH WEALTH STRATEGIES, formally registered with the SEC as MONARCH WEALTH STRATEGIES. The firm was established in 05/22/2020. They have over 3 offices throughout the country.

MONARCH WEALTH STRATEGIES is a Santa Barbara, California based Financial Planning firm with nearly $336,787,014 assets under management, offering retirement planning & investment advisory services to 925 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136029
SEC#	801-118775
Assets Managed by Firm	$336,787,014
No. of Clients	925
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	925	$336,787,014
Individuals (other than high net worth individuals)	230	$70,564,089
High net worth individuals	163	$252,708,117
Pension and profit sharing plans	4	$9,016,987
Charitable organizations	2	$2,295,261
Corporations or other businesses	2	$2,202,560

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