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EFC WEALTH MANAGEMENT FIRM LLC
CRD 312671
5901 W CENTURY BLVD, SUITE 1516, LOS ANGELES, CA, 90045, United States
Phone
310-645-0001
Fax
310-645-0909
Registration
— (—)
Source
State registered
Total AUM
$57.7M
Discretionary AUM
$57.6M
Team
5 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $44.8M |
| High net worth individuals | 8 | $12.6M |
All web addresses on file
Official SEC filing: View on IAPD