MONARCH WEALTH STRATEGIES
CRD #136029 SEC #801-118775 SANTA BARBARA, CA (805) 564-0800
SEC Registered
Total AUM
$434.8M
Discretionary
$434.8M
Employees
8
Clients
101
Accounts
976
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Allen, Nicole, Renee | I | CCO | NA | Control |
| Allen, Nicole, Renee | I | CCO | NA | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CCO | NA | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT | NA | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT | NA | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, AARON, JEFFREY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THE OUROBOROS REVOCABLE TRUST | DE | OWNER | E | Control |
| THE OUROBOROS REVOCABLE TRUST | DE | OWNER | E | Control |
| THE OUROBOROS REVOCABLE TRUST | DE | OWNER | E | |
| THE OUROBOROS REVOCABLE TRUST | DE | OWNER | E | |
| THE OUROBOROS REVOCABLE TRUST | DE | OWNER | E | |
| THE OUROBOROS REVOCABLE TRUST | DE | OWNER | E | |
| THE OUROBOROS REVOCABLE TRUST | DE | OWNER | E | |
| THE OUROBOROS REVOCABLE TRUST | DE | OWNER | E | |
| MALESKY, KIMBERLY, SARA | I | CO-OWNER | B | Control |
| MALESKY, KIMBERLY, SARA | I | CO-OWNER | B | Control |
| MALESKY, KIMBERLY, SARA | I | CO-OWNER | B | Control |
| MALESKY, KIMBERLY, SARA | I | CO-OWNER | B | Control |
| MALESKY, KIMBERLY, SARA | I | CO-OWNER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CLARK, AARON, JEFFREY | I | THE OUROBOROS REVOCABLE TRUST | E | Control |
| CLARK, AARON, JEFFREY | I | THE OUROBOROS REVOCABLE TRUST | E | Control |
| CLARK, AARON, JEFFREY | I | THE OUROBOROS REVOCABLE TRUST | E | Control |
| CLARK, AARON, JEFFREY | I | THE OUROBOROS REVOCABLE TRUST | E | Control |
| CLARK, AARON, JEFFREY | I | THE OUROBOROS REVOCABLE TRUST | E | Control |
| CLARK, AARON, JEFFREY | I | THE OUROBOROS REVOCABLE TRUST | E | Control |
| CLARK, AARON, JEFFREY | I | THE OUROBOROS REVOCABLE TRUST | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (11)
AZ CA CO LA MO NH NV NY OR TX WA
Address
222 EAST CARILLO STREETSUITE 208
SANTA BARBARA, CA 93101
United States
Phone: (805) 564-0800