Monarch Wealth Strategies

EST. AUM
$463,476,338

CONTACTS

CLIENT ACCOUNTS
956

Firm Details

Metro area Los Angeles
CRD Number 136029
Website mwsus.com
Client types

Overview

Monarch Wealth Strategies is an SEC-registered independent Registered Investment Adviser headquartered in Santa Barbara, California. Founded in 2008, the firm provides discretionary investment management, comprehensive financial planning, retirement planning, tax planning, estate planning, business succession planning, and institutional consulting. As of December 31, 2025, the firm managed approximately $463.5 million in discretionary client assets.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Monarch Wealth Strategies

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company