| 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 |
Monarch Wealth Strategies reports $434.8 million in regulatory assets under management on its Form ADV.
Monarch Wealth Strategies reports 8 employees.
Monarch Wealth Strategies is based in Santa Barbara, CA and has been SEC-registered since 2020.
Monarch Wealth Strategies is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $434.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $434.8M |