MONARCH WEALTH STRATEGIES

MONARCH WEALTH STRATEGIES of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 136029). Regulatory assets under management: $463.5M.

Registration

• CRD: 136029
• SEC file number: 801-118775
• Type: Registered investment adviser
• Location: 222 EAST CARILLO STREET, SUITE 208, SANTA BARBARA, CA, 93101
• Phone: (805) 564-0800
• Latest filing: 2026-03-25
• Regulatory AUM: $463.5M
• Discretionary AUM: $463.5M
• Clients: 7
• Accounts: 956

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136029 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search