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EFC WEALTH MANAGEMENT FIRM LLC

Advisory

LOS ANGELES, CA

Data as of Jul 15, 2026 · Source: SEC Form ADV

Rank in CA
#3,309
of 5,480 advisers by AUM
Average account
$178K
across 324 accounts
AUM per adviser
$19M
3 advisers

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM
$58M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
5
Assets Under Management
Total AUM$58M
Discretionary AUM$58M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients168
Team
Total Employees5
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, FL, GA, NV, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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WIN TEAM INSURANCE SERVICES, INC.
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