RIA Intel›Advisers›Pennsylvania›FALCO WEALTH PLANNING, LLC

FALCO WEALTH PLANNING, LLC

Advisory

PAOLI, PA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in PA
#1,148
of 1,528 advisers by AUM
Average account
$434K
across 74 accounts
AUM per adviser
$16M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$32M
Discretionary %
100%
Clients
74
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients74
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

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

ACADEMY ASSET MANAGEMENT LLC
PHILADELPHIA, PA
$32M
+1.8% 1Y
BISHOP & ASSOCIATES INC
PHILADELPHIA, PA
$32M
-5.8% 1Y
JEROME R. GRAHAM INC
OTTSVILLE, PA
$32M
0.0% 1Y
VENN WEALTH & BENEFIT SERVICES, LLC
ALTOONA, PA
$32M
BRUCE A. KRAIG ASSOCIATES
$32M
-7.9% 1Y
MODERN WEALTH LLC
$33M

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