Overview
Assets Under Management: $228 million
Headquarters: EL SEGUNDO, CA
High-Net-Worth Clients: 61
Average Client Assets: $1.4 million
Frequently Asked Questions
THE WEALTHGARDEN F.S. LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311927), THE WEALTHGARDEN F.S. LLC is subject to fiduciary duty under federal law.
THE WEALTHGARDEN F.S. LLC is headquartered in EL SEGUNDO, CA.
THE WEALTHGARDEN F.S. LLC serves 61 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, THE WEALTHGARDEN F.S. LLC offers financial planning and portfolio management for individuals. View all service details ↓
THE WEALTHGARDEN F.S. LLC manages $228 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, THE WEALTHGARDEN F.S. LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.56%
Average Client Assets: $1.4 million
Total Client Accounts: 633
Discretionary Accounts: 630
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 311927
Filing ID: 2051216
Last Filing Date: 2026-03-09 18:53:16