Investment adviser · CRD 136029
MONARCH WEALTH STRATEGIES
Investment adviser filing (IA)
SANTA BARBARA, CA, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $463M Form ADV · Item 5.F
- Client accounts
- 956 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 161 | $331,122,320 | 71.4% |
| Individuals | 229 | $107,382,026 | 23.2% |
| Charities | Fewer than 5 | $14,783,099 | 3.2% |
| Retirement plans | Fewer than 5 | $10,119,514 | 2.2% |
| Corporations & businesses | Fewer than 5 | $69,379 | 0.0% |
Filing source
Form ADV 2062435 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
222 EAST CARILLO STREET, SUITE 208SANTA BARBARA, CA, 93101, United States
CRD 136029
Filing source
Form ADV 2062435 · Mar 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.