RIA Intel›Advisers›California›FARAH PRIVATE WEALTH MANAGEMENT, INC

FARAH PRIVATE WEALTH MANAGEMENT, INC

Advisory

COSTA MESA, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA
#2,742
of 5,480 advisers by AUM
AUM change, 1 year
+13.6%
65th percentile in CA
AUM CAGR, 3 year
+16.3%
compound annual growth
Average account
$822K
across 128 accounts
AUM per adviser
$105M
1 adviser
Filing history
20
filings since 2005

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$105M
1-Year AUM Growth
+13.6%
3-Year CAGR
+16.3%
Employees
3
Assets Under Management
Total AUM$105M
Discretionary AUM$105M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients125
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record20
First FilingJan 3, 2005
Latest FilingMar 31, 2026
Full AUM trend chart and 20 historical filings spanning 21+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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