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Monarch Wealth Strategies

Headquartered in SANTA BARBARA, CA

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Firm Information

Monarch Wealth Strategies is a registered investment advisor based in Santa Barbara, California. They have 3 licensed agents, 7 investment advisor representatives, and 6 investment advisory functions. They manage approximately $336,787,014 in assets for 925 clients. They offer financial planning and portfolio management for individuals and provide pension consulting services. Their client base includes high net worth individuals, individuals other than high net worth, charitable organizations, pension and profit sharing plans, and corporations or other businesses.

Monarch Wealth Strategies

222 EAST CARILLO STREET

SANTA BARBARA, CA 93101

$336.79M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

MONARCH WEALTH STRATEGIES has a total of 4 branch locations across the country.
location

Pasadena, CA

location

Santa Maria, CA

location

Santa Barbara, CA

location

Los Angeles, CA

Advisors at Monarch Wealth Strategies

View All 10 Advisors
locationVerified
Grant S Colin

RA

Santa Barbara, CA

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Stephanie Ann Dewitt

RA

Pasadena, CA

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Amanda Zoellen Fox

RA

Santa Barbara, CA

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Che Hong Lee

RA

Los Angeles, CA

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Brian Thomas Johnson

RA

Santa Barbara, CA

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Michael A Partlow

RA

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Irene Therese Timmons

RA

Santa Maria, CA

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Nicole Renee Allen

RA

Santa Barbara, CA

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Disclosures

There are no public disclosures for Monarch Wealth Strategies.

Frequently Asked Questions (6)

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