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Fatemeh Ashouri

MONARCH WEALTH STRATEGIES
Los Angeles, CA 90028
CRD#: 8077044
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FA
Fatemeh AshouriMONARCH WEALTH STRATEGIES

Professional summary

Fatemeh Ashouri, who also goes by Naz Ashouri, is a registered financial advisor currently at MONARCH WEALTH STRATEGIES located in Los Angeles, California.

Fatemeh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Fatemeh has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Naz Ashouri

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fatemeh Ashouri's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 27, 2026 - Present

MONARCH WEALTH STRATEGIES

Office #1: 6430 Sunset Blvd Suite 1433, Los Angeles, CA 90028
RIA
CRD#: 136029
Los Angeles, CA
Past

June 12, 2025 - March 10, 2026

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
THOUSAND OAKS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MONARCH WEALTH STRATEGIES
MAY WEALTH MANAGEMENT GROUP | MONARCH WEALTH STRATEGIES | MAY, SHERI LYNN

CRD#: 136029 / SEC#: 801-118775

RIA
Registered Investment Advisory firm - (5/22/2020 Approved)
California
Registered Investment Advisory firm - (10/6/2020 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/27/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/27/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/27/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/12/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/16/2025
Securities Industry Essentials Examination

Current Firm

MW
MONARCH WEALTH STRATEGIES
MAY WEALTH MANAGEMENT GROUP | MONARCH WEALTH STRATEGIES | MAY, SHERI LYNN

CRD#: 136029 / SEC#: 801-118775

RIA
Registered Investment Advisory firm - (5/22/2020 Approved)
California
Registered Investment Advisory firm - (10/6/2020 Terminated)
Loading...

Contact information

Main Address
222 East Carillo Street Suite 208, Santa Barbara, CA 93101
Mailing Address
Phone number
(805) 564-0800
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MONARCH WEALTH STRATEGIES PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts976
AUM (Assets Under Management)$ 434,765,478

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MONARCH WEALTH STRATEGIES

CRD#: 136029Los Angeles, CA 90028

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