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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2009
- Office Locations
- 3
Office Locations
About Monarch Wealth Strategies
Monarch Wealth Strategies is a boutique wealth management firm serving affluent families and individuals from Santa Barbara, Santa Maria, and Los Angeles. The team delivers a collaborative, high-touch planning experience across cash flow, investments, retirement, estate, insurance, and tax analysis. Public profile data indicates ETF-heavy SMA implementation, with Charles Schwab as a primary custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Nicole Renee Allen
Chief Compliance Officer, Wealth Advisor
- CRD
- #7127630
- Ownership
- Less than 5%
AARON JEFFREY CLARK
President
- CRD
- #4768202
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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FATEMEH ASHOURI
--
- CRD
- #8077044
GRANT S COLIN
Wealth Advisor
- CRD
- #6834090
Showing 2 of 8 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $463,476,338 | $484,808 |
| Non-Discretionary | $0 | -- |
| Total | $463,476,338 | $484,808 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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