# MONARCH WEALTH STRATEGIES

MONARCH WEALTH STRATEGIES of SANTA BARBARA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 136029
- Type: SEC-registered investment adviser
- SEC file number: 801-118775
- Location: 222 EAST CARILLO STREET, SUITE 208, SANTA BARBARA, CA, 93101
- Phone: (805) 564-0800
- Latest filing: 2026-03-25
- Regulatory AUM: $463.5M
- Discretionary AUM: $463.5M
- Clients: 7
- Accounts: 956

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Aaron Jeffrey Clark | PRESIDENT; TRUSTEE | — |
| Nicole Renee Allen | CCO | — |
| CLARK AARON JEFFREY | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| MALESKY KIMBERLY SARA | CO-OWNER | — |
| Allen Nicole Renee | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136029/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136029/similar
- Related entities: https://search.stillhousedata.com/firm/136029/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136029

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.