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Nga Yu Ho

Monarch Wealth Strategies

Los Angeles, CA

CRD 5162507

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Employer firm

Monarch Wealth Strategies CRD 136029

$463M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Monarch Wealth Strategies

222 East Carillo Street Suite 208, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-12
  • CA RA
    APPROVED
    Since 2024-03-12

Branch Locations

6430 Sunset Blvd., Suite 1433, Los Angeles, CA 90028 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pdv Financial Management Los Angeles CA 08/2003 02/2024
Monarch Wealth Strategies Los Angeles CA 03/2024 Present
Previous Registrations
  • 2006-07-03 → 2024-03-13
    Pdv Financial Management
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-01
  • S65 Uniform Investment Adviser Law Examination
    2006-07-01
Other Names
  • Louisa Ho

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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