Stephanie
Dewitt
Monarch Wealth Strategies
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About this Advisor
Stephanie Dewitt is a financial advisor operating in Pasadena, California who has 2 years of relevant experience. Dewitt is an advisor for Monarch Wealth Strategies. Over the course of their career, Dewitt has held roles at Wells Fargo Advisors Financial Network LLC, Ascend Financial Consultants, Inc and Monarch Wealth Strategies. Dewitt has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Monarch Wealth Strategies is a business headquartered in Santa Barbara, CA. The firm has offices in two locations and just five advisors. It oversees $308 million in total assets among its 918 client accounts, placing it among the mid-sized firms in the nation by assets under management. The firm provides financial advice to three charitable organizations. Of its 918 accounts, 43% are held by high-net-worth clients who have greater than $1 million in investable assets. Monarch Wealth Strategies has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually depend on the services provided. However, fees billed by Monarch Wealth Strategies most likely are comprised of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Monarch Wealth Strategies Brokerage Details
$308,121,727
5
918
$335,645
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Stephanie Dewitt Work History
Stephanie has been registered as a financial advisor for 2 years.*
Monarch Wealth Strategies
Ascend Financial Consultants, Inc
Ascend Financial Consultants, Inc
Wells Fargo Advisors Financial Network LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephanie Dewitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Monarch Wealth Strategies
Santa Barbara, CA
Santa Maria, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Maria, CA
Pasadena, CA
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