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
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- WaveMatrix atlas +more
- 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
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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 Fusion matrix
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
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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 | -- |
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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% |