Fatemeh Ashouri
Investment adviser representative at Monarch Wealth Strategies
13 yearsExperience
1 stateRegistered in
$463.5MFirm assets
6 yearsFirm in business
Are you Fatemeh Ashouri? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Monarch Wealth StrategiesApr 2026 to now
- Wells Fargo Clearing Services, LLCApr 2025 to Mar 2026
- Wells Fargo Bank, NASep 2024 to Mar 2026
- UnemployedJun 2024 to Sep 2024
- Mary and Robb's RestaurantOct 2023 to Jun 2024
- UnemployedJun 2023 to Oct 2023
- Ucla ExtensionMar 2023 to Jun 2023
- California Lutheran UniversityNov 2022 to Mar 2023
- Not EmployedSep 2022 to Nov 2022
- Noafarin FundJul 2021 to Jun 2022
- Raha DarmanMay 2021 to Sep 2022
- Amir Kabir University of TechnologySep 2020 to Apr 2021
- Techno Tejarat Innovation Center - TiwinJul 2020 to Mar 2021
- Amirkabir University of TechnologySep 2018 to Sep 2020
- MammutFeb 2017 to Sep 2020
- Sharif University of TechnologyFeb 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Monarch Wealth Strategies
$463.5MAssets managed
396Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8077044
- Firm CRD
- 136029