CRD: 148648
Monarch Wealth Management, LLC
$49.6M Total AUM
$49.6M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- WaveMatrix atlas
- Established Date
- 01-22-2009
- Office Locations
- 1
Office Locations
4901 W. 136th Street Suite 21 Leawood KS
About Monarch Wealth Management, LLC
Monarch Wealth Management is a Leawood, KS RIA serving retail clients with goals-based financial and retirement planning, then implementing and managing portfolios with ongoing rebalancing, oversight, and tax-loss harvesting. Investment selection follows an internal proprietary due-diligence process and adapts as plans change, with clients able to view plan updates in real time. Custody includes Schwab and Fidelity.
Team overview
55 AVG AGE
$49.6M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Open the full profile to inspect shifts in bridge horizon.
Request access to benchmark trends tied to beacon.
Unlock to compare peer behavior around focus quantum.
Open the full profile to inspect shifts in peak quantum.
Upgrade to reveal position-level detail across oak frontier.
See the complete signal summary connected to quantum.
Premium access reveals conviction themes in frontier eagle vector.
See the complete signal summary connected to eagle crest.
Asset Classes
North ridge Delta harbor Ember Delta optima North
Client Personas
Vertex Matrix peak
Custodian
Beacon Legacy insight
Investment Themes
Vector Pathway
Investment Vehicles
Optima capital
Services
Optima Prime Glacier ridge Crest Value pathway Eagle matrix Eagle Momentum
Technology
Prime crest Vector
Owner & Executives
J
JOHN ROBERT SYKORA
President
- CRD
- #2502782
- Ownership
- 75% or more
(537) 416-2065
pathway.focus@eaglecapital.com
in linkedin.com/in/element-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,585,727 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,585,727 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $49,585,727
Equity - OTC:
25.5% Equity - Exchange:
20.4% U.S. Government/Agency:
5.7% Private Funds:
27.5% Cash:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $977,989,756 | 25.5% |
| Equity - Exchange | $782,391,805 | 20.4% |
| U.S. Government/Agency | $218,609,475 | 5.7% |
| Private Funds | $1,054,694,835 | 27.5% |
| Cash | $801,568,073 | 20.9% |
| Total | $3,835,253,944 | 100.0% |