RIA Intel›Advisers›Kansas›MONARCH WEALTH MANAGEMENT, LLC

MONARCH WEALTH MANAGEMENT, LLC

Advisory

LEAWOOD, KS

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in KS
#251
of 271 advisers by AUM
Average account
$605K
across 82 accounts
AUM per adviser
$50M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$50M
Discretionary %
100%
Clients
22
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$50M
Discretionary AUM$50M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KS

Closest by assets under management. All figures from Form ADV.

IRON HORSE FINANCIAL SERVICES LLC
$50M
MILLER SHELDON JOSEPH
WICHITA, KS
$49M
+12.9% 1Y
SCHWANTES FINANCIAL, LLC
OVERLAND PARK, KS
$50M
STONEHAWK CAPITAL MANAGEMENT, LP
OVERLAND PARK, KS
$51M
-58.2% 1Y
EQUITY ADVISORS, INC.
LEAWOOD, KS
$48M
+14.3% 1Y
ASSET MANAGEMENT GROUP, INC.
SHAWNEE MISSION, KS
$48M
-4.0% 1Y

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