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THE WEALTHGARDEN F.S. LLC
CRD 311927 · SEC 801-129740
1730 E. HOLLY AVE, SUITE 838, EL SEGUNDO, CA, 90245, United States
Phone
310-571-8489
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$227.6M
Discretionary AUM
$227.3M
Team
5 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TRUST AND ESTATE PLANNING COORDINATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174 | $139.0M |
| High net worth individuals | 61 | $85.5M |
| Charitable organizations | 1 | $3.1M |
States served
CA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD