MONARCH WEALTH STRATEGIES

Overview

Monarch Wealth Strategies is an independent registered investment adviser organized as a corporation and registered with the SEC in 2020. The firm serves both individual and family clients and institutional accounts, offering fee-based advisory services that combine a percentage-of-AUM billing with hourly charges for planning or consulting work. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment posture is equity‑oriented: exchange‑traded equities make up the largest share of assets under management. The firm also integrates third‑party alternative managers—notably hedge funds and real estate strategies—into client portfolios to complement public market exposure. Monarch is not positioned as an active ESG investor and is not identified as a capital allocator; it relies on external managers for alternative allocations rather than running proprietary funds. Custody is concentrated with Charles Schwab & Co., Inc., which holds the bulk of client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices