Monarch Wealth Strategies
Monarch Wealth Strategies is an SEC-registered wealth manager in Santa Barbara, CA with $463.5M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Monarch Wealth Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136029, SEC 801-118775, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $463.5M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Santa Barbara, CA
- Employees
- 7
- Clients
- 396
- CRD
- 136029
- Ownership
- CLARK, AARON, JEFFREY; MALESKY, KIMBERLY, SARA; THE OUROBOROS REVOCABLE TRUST; Allen, Nicole, Renee
How much AUM does Monarch Wealth Strategies have?
Monarch Wealth Strategies reported $463.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Monarch Wealth Strategies?
Disclosed owners and executives of Monarch Wealth Strategies include CLARK, AARON, JEFFREY, MALESKY, KIMBERLY, SARA, THE OUROBOROS REVOCABLE TRUST, Allen, Nicole, Renee. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.