MONARCH WEALTH STRATEGIES
CRD #136029 SEC #801-118775 SANTA BARBARA, CA (805) 564-0800
SEC Registered
Total AUM
$434.8M
Discretionary
$434.8M
Employees
8
Clients
101
Accounts
976
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $434.8M | $434.8M | $0 | 8 | 0 |
| Oct 2024 | $336.8M | $336.8M | $0 | 7 | 0 |
| Mar 2024 | $336.8M | $336.8M | $0 | 7 | 0 |
| Mar 2023 | $308.1M | $308.1M | $0 | 5 | 413 |
| Mar 2023 | $308.1M | $308.1M | $0 | 5 | 413 |
| Mar 2022 | $245.6M | $228.6M | $17M | 4 | 235 |
| Mar 2022 | $228.6M | $228.6M | $0 | 4 | 235 |
| Nov 2021 | $249.3M | $249.3M | $0 | 7 | 0 |
| Aug 2021 | $249.3M | $249.3M | $0 | 7 | 0 |
| Mar 2021 | $249.3M | $249.3M | $0 | 7 | 0 |
| Feb 2021 | $249.3M | $249.3M | $0 | 7 | 0 |
| Aug 2020 | $225.4M | $225.4M | $0 | 4 | 0 |
| Jun 2020 | $211M | $211M | $0 | 4 | 0 |
| May 2020 | $211M | $211M | $0 | 4 | 0 |
| Apr 2020 | $211M | $211M | $0 | 4 | 0 |
DateMar 2025
Total AUM$434.8M
Discretionary$434.8M
Non-Disc.$0
Employees8
Clients0
DateOct 2024
Total AUM$336.8M
Discretionary$336.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$336.8M
Discretionary$336.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$308.1M
Discretionary$308.1M
Non-Disc.$0
Employees5
Clients413
DateMar 2023
Total AUM$308.1M
Discretionary$308.1M
Non-Disc.$0
Employees5
Clients413
DateMar 2022
Total AUM$245.6M
Discretionary$228.6M
Non-Disc.$17M
Employees4
Clients235
DateMar 2022
Total AUM$228.6M
Discretionary$228.6M
Non-Disc.$0
Employees4
Clients235
DateNov 2021
Total AUM$249.3M
Discretionary$249.3M
Non-Disc.$0
Employees7
Clients0
DateAug 2021
Total AUM$249.3M
Discretionary$249.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$249.3M
Discretionary$249.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$249.3M
Discretionary$249.3M
Non-Disc.$0
Employees7
Clients0
DateAug 2020
Total AUM$225.4M
Discretionary$225.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees4
Clients0