Monarch Wealth Strategies

CRD 136029 · Santa Barbara, CA · $463.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 136029
SEC number: 801-118775
Firm type: RIA
Assets under management: $463.5M as of Mar 25, 2026
Website: www.facebook.com/Monarch-Wealth-Strategies-114357253549234 ↗
Phone: (805) 564-0800
Address: 222 East Carillo Street, Santa Barbara, CA, 93101

Advisors at this firm

8 in our index · page 1 of 1

Fatemeh AshouriCRD 8077044 · Los Angeles, CA

IA RegisteredRegistration inactive
Nicole Renee AllenCRD 7127630 · Santa Barbara, CA

IA Registered
Aaron Jeffrey ClarkCRD 4768202 · Los Angeles, CA

IA RegisteredRegistration inactive
Grant S ColinCRD 6834090 · Los Angeles, CA

IA RegisteredRegistration inactive
Nga Yu HoCRD 5162507 · Los Angeles, CA

IA Registered
Brian Thomas JohnsonCRD 5617309 · Santa Barbara, CA

IA RegisteredRegistration inactive
Lucas Ray PoteetCRD 8126933 · Santa Barbara, CA

IA Registered
Irene Therese TimmonsCRD 4719084 · Santa Maria, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 136029 ↗ FINRA BrokerCheck record for firm CRD 136029 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.