National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > california > santa barbara

MONARCH WEALTH STRATEGIES

Tel: (805) 564-0800
222 East Carillo Street
Suite 208
Santa Barbara, California  93101

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

MONARCH WEALTH STRATEGIES

MONARCH WEALTH STRATEGIES is a Santa Barbara, California based financial advisory firm with nearly $336,787,014 in assets under management and provides investment advisory services for 925 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

136029

SEC#:

801-118775

No. of Clients:

925

Assets under Management

$336,787,014

No. of Advisors:

7

More Financial Advisory Firms in Santa Barbara, California

More Firms in Santa Barbara, California >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.