RIA Intel›Advisers›California›FALCON WEALTH PLANNING, INC.

FALCON WEALTH PLANNING, INC.

Advisory

N·ONTARIO, CA

Data as of Feb 18, 2026 · Source: SEC Form ADV

Total AUM
$1.6B
1-Year AUM Growth
+40.4%
3-Year CAGR
+36.5%
Employees
23
Assets Under Management
Total AUM$1.6B
Discretionary AUM$1.5B
Non-Discretionary AUM$44M
Discretionary %97.2%
Total Clients1,345
Team
Total Employees23
Investment Advisers40
Employee Growth (1Y)+5.6%
Filing History
Total Filings on Record103
First FilingFeb 16, 2018
Latest FilingFeb 18, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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