Fee-only adviser · Bradenton, FL
Monarch Asset Management LLC
Monarch Asset Management LLC is a fee-only investment adviser registered with the securities regulators of Florida, Texas, Virginia, with its main office in Bradenton, Florida. On its latest Form ADV, filed August 24, 2026, it reports $76M in regulatory assets under management, 58 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida, Texas, Virginia |
|---|---|
| Firm CRD number | 166444 |
| Office | 7282 55th Ave. East #166 Bradenton, FL 34203 |
| Phone | (941) 361-1212 |
| Website | www.wealthmanagedwell.com |
| Regulatory assets under management | $76M |
| Individual clients | 48 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bradenton
- Pullen Investment Management $221M
- Parker Financial Planning, LLC. $12M
- Moseley Investment Management, Inc. $457M
- Setchfield Asset Management $193M
- Peninsula Asset Management Inc $284M
See all 6 fee-only advisers in Bradenton →
Nearby
- Longboat Key 2 firms
- Sarasota 33 firms
- Lakewood Ranch 6 firms
- St. Petersburg 17 firms
- Seminole 2 firms
- Venice 7 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Monarch Asset Management LLC? Update this listing.