Los Angeles, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Monarch Wealth Strategies
Team
Firm-wide stats for Monarch Wealth Strategies
About
Monarch Wealth Strategies is a registered investment adviser that provides discretionary wealth management, financial planning, and investment consulting to affluent individuals and families, trusts/estates, pension/profit‑sharing plans, and broker‑dealers. The firm generally works with clients who have at least $750,000 in investable assets and manages approximately $463 million for roughly 390 client relationships.
Investment decisions are informed by a mix of fundamental, technical, and third‑party analysis, and portfolios are constructed using strategic and tactical asset allocation alongside tax‑aware services such as tax‑loss harvesting, asset location, rebalancing, and distribution planning. While typically favoring longer‑term holdings, the firm may engage in shorter‑term trading and, on a case‑by‑case basis, utilize alternative investments including private funds, hedge funds, options, futures, and REITs.
Notable distinctions include the firm’s provision of investment consulting arrangements to brokerage customers and its retention of custody in certain instances through Standing Letters of Authorization (SLOAs), a custody practice the brochure discloses under SEC guidance. Associated persons may hold insurance licenses for client acquisition purposes, the firm reports no soft‑dollar arrangements, and it does not accept proxy‑voting authority for client accounts.
Based on Monarch Wealth Strategies
Location
6430 Sunset Blvd., Suite 1433
Los Angeles CA 90028
Advisors at this office
4
Advisors at this office
Grant C
Series 66
Los Angeles, CA
Monarch Wealth Strategies
Grant Colin is a financial advisor at Monarch Wealth Strategies with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Inc. and SES Inc. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting primarily to affluent individuals, families, trusts, and pension plans. The firm employs a combination of fundamental and technical research to manage portfolios using mutual funds, ETFs, individual securities, and alternative investments on a case-by-case basis.
Fatemeh A
Series 63, Series 65
Los Angeles, CA
Monarch Wealth Strategies
Fatemeh Ashouri is a financial advisor at Monarch Wealth Strategies in Los Angeles, CA, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Monarch Wealth Strategies, she held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. She has also worked in academic and innovation settings, including at UCLA Extension and the Techno Tejarat Innovation Center. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, pension plans, and broker-dealers. The firm manages approximately $463 million across about 390 client relationships, employing a mix of fundamental, technical, and third-party analysis alongside tax-aware and strategic asset allocation practices.
Aaron C
CFP®, Series 66
Los Angeles, CA
Monarch Wealth Strategies
Aaron Clark is a CFP® with 22 years of experience in the financial services industry. He has worked at LPL Financial for 12 years, followed by a brief period at May Wealth Management Group, before joining Monarch Wealth Strategies in 2018. In addition to his advisory role, he is appointed as an insurance agent with various insurance companies. Monarch Wealth Strategies is a team of eight advisors providing discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and pension plans. The firm focuses on clients with at least $750,000 in investible assets and employs a combination of fundamental, technical, and third-party research to guide portfolio management and planning services.
Nga H
Series 65
Los Angeles, CA
Monarch Wealth Strategies
Nga Ho is a financial advisor at Monarch Wealth Strategies with 19 years of industry experience. He holds a Series 65 designation and previously worked at PDV Financial Management for 21 years before joining Monarch in 2024. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and institutional clients. The firm combines ongoing portfolio management with tailored planning services, utilizing a range of investment strategies and instruments.
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