MONARCH WEALTH MANAGEMENT, LLC

MONARCH WEALTH MANAGEMENT, LLC of LEAWOOD, KS is an SEC-registered investment adviser (CRD 148648). Regulatory assets under management: $49.6M.

Registration

• CRD: 148648
• Type: Registered investment adviser
• Location: 4901 W. 136TH ST., LEAWOOD, KS, 66224
• Phone: 913-387-2048
• Latest filing: 2026-02-18
• Regulatory AUM: $49.6M
• Discretionary AUM: $49.6M
• Clients: 1
• Accounts: 82

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148648 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search