FALCON WEALTH PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,955,964,732
Discretionary
$1,932,587,817
Non-discretionary
$23,376,915
Firm details
- CRD number
- 174092
- SEC file number
- 801-112659
- Main office
- ONTARIO, CA, United States
- Employees
- 40
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.