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MONARCH COLLECTIVE

· CRD 326408 · IAPD ↗ · 312-515-9851

$252.0MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
September 2026 — MONARCH COLLECTIVE (location n/a) is newly SEC-registered with $252.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.