Monarch Wealth Strategies

Who works here

• AC
  Aaron Jeffrey Clark
• BJ
  Brian Thomas Johnson
• FA
  Fatemeh Ashouri
• GC
  Grant S Colin
• IT
  Irene Therese Timmons
• LP
  Lucas Ray Poteet
• NH
  Nga Yu Ho
• NA
  Nicole Renee Allen

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Monarch Wealth Strategies

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

136029