Monarch Wealth Management Group, LLC

Monarch Wealth Management Group, LLC (CRD# 171904) is a financial advisory firm headquartered in , . They manage $1,800,000 in 20 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $90,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, TX

Financial Advisors at Monarch Wealth Management Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Randell E. Olmstead
CRD#: 6361059
101 N. Vulcan Ave., Encinitas, CA 92024
90
Wealthminder
score

Randell Olmstead (CRD# 6361059) is an Investment Advisor Representative working at Monarch Wealth Management Group, LLC in Encinitas, CA and has 1 year of experience in the finance industry.

2
William E. Olmstead
CRD#: 6220631
Lake Forest, IL
90
Wealthminder
score

William Olmstead (CRD# 6220631) is an Investment Advisor Representative working at Monarch Wealth Management Group, LLC in Lake Forest, IL and has over 5 years of experience in the finance industry.

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