Monarch Wealth Strategies
● SEC registered since 2020CRD 136029SEC# 801-118775Santa Barbara, CA
Reg. AUM
$463.5M
Employees
7
Accounts
956
Location
Santa Barbara, CA
Monarch Wealth Strategies assets under management
Monarch Wealth Strategies is an investment advisory firm registered with the SEC based in Santa Barbara, CA. The firm has been registered since 2020. It reports $463.5 million in regulatory assets under management and employs 7 people.
Monarch Wealth Strategies owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Jeffrey Clark Control | President | Under 5% | 2008 |
| Nicole Renee Allen Control | Cco | Under 5% | 2024 |
| The Ouroboros Revocable Trust | Owner | Over 75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Monarch Wealth Strategies manage?
Monarch Wealth Strategies reports $463.5 million in regulatory assets under management on its Form ADV.
How many employees does Monarch Wealth Strategies have?
Monarch Wealth Strategies reports 7 employees.
Where is Monarch Wealth Strategies located?
Monarch Wealth Strategies is based in Santa Barbara, CA and has been SEC-registered since 2020.
Does Monarch Wealth Strategies disclose fund performance?
Monarch Wealth Strategies is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 222 East Carillo Street, Suite 208, Santa Barbara, CA 93101 |
| Phone | (805) 564-0800 |
| Fax | (805) 564-0808 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$463.5M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$463.5Mregulatory AUM
Discretionary $463.5M