Monarch Wealth Strategies

Monarch Wealth Strategies (CRD# 136029) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $336,787,014 in 925 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
222 East Carillo Street, Suite 208, Santa Barbara, CA 93101
https://www.twitter.com/mws_us
By the Numbers
  • Total Assets Under Management
    337
    MILLION
  • Total Number of Accounts
    925
    ACCOUNTS
  • Average Account Value
    $364,094
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, LA, NH, TX

Financial Advisors at Monarch Wealth Strategies
Showing 1 - 9 of 9 top financial advisors.
1
Aaron Clark, financial advisor Santa Barbara CA
Aaron J. Clark
CRD#: 4768202
222 E. Carrillo Street, Suite 208, Santa Barbara, CA 93101

Aaron Clark (CRD# 4768202) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Barbara, CA and has over 20 years of experience in the finance industry.

2
Stephanie Dewitt, financial advisor Pasadena CA
Stephanie A. Dewitt
CRD#: 723803
790 E Colorado Blvd., Suite 200, Pasadena, CA 91101

Stephanie Dewitt (CRD# 723803) is an Investment Advisor Representative working at Monarch Wealth Strategies in Pasadena, CA and has over 40 years of experience in the finance industry.

3
Nga Ho, financial advisor Los Angeles CA
Nga Y. Ho
CRD#: 5162507
10680 West Pico Boulevard, Suite 400, Los Angeles, CA 90064

Nga Ho (CRD# 5162507) is an Investment Advisor Representative working at Monarch Wealth Strategies in Los Angeles, CA and has over 17 years of experience in the finance industry.

4
Brian Johnson, financial advisor Santa Barbara CA
Brian T. Johnson
CRD#: 5617309
222 E. Carrillo Street, Suite 208, Santa Barbara, CA 93101

Brian Johnson (CRD# 5617309) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Barbara, CA and has over 15 years of experience in the finance industry.

5
Che Lee, financial advisor Los Angeles CA
Che H. Lee
CRD#: 2536883
10680 West Pico Boulevard, Suite 400, Los Angeles, CA 90064

Che Lee (CRD# 2536883) is an Investment Advisor Representative working at Monarch Wealth Strategies in Los Angeles, CA and has 1 year of experience in the finance industry.

6
Nicole Allen, financial advisor Santa Barbara CA
Nicole R. Allen
CRD#: 7127630
222 E Carrillo St. Suite 208, Santa Barbara, CA 93101

Nicole Allen (CRD# 7127630) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Barbara, CA and has 1 year of experience in the finance industry.

7
Amanda Fox, financial advisor Santa Barbara CA
Amanda Z. Fox
CRD#: 7257896
222 E. Carrillo Street, Suite 208, Santa Barbara, CA 93101

Amanda Fox (CRD# 7257896) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Barbara, CA and has over 3 years of experience in the finance industry.

8
Taranvir Pannu, financial advisor Santa Maria CA
Taranvir S. Pannu
CRD#: 7134256
Santa Maria, CA

Taranvir Pannu (CRD# 7134256) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Maria, CA and has over 4 years of experience in the finance industry.

9
Irene Timmons, financial advisor Santa Maria CA
Irene T. Timmons
CRD#: 4719084
2151 South College Drive, Suite 204, Santa Maria, CA 93455

Irene Timmons (CRD# 4719084) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Maria, CA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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