MONARCH WEALTH STRATEGIES
SEC Form ADV profile.
Total regulatory AUM
$463,476,338
Discretionary
$463,476,338
Non-discretionary
$0
Firm details
- CRD number
- 136029
- SEC file number
- 801-118775
- Main office
- SANTA BARBARA, CA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.