Falcon Wealth Managers
Firm details
- Headquarters
- ,
- CRD number
- 298692
- Website
- www.falconwealthmanagers.com
- Custodians
- CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.72%
- Individuals2.99%
- Charitable Organizations0.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Falcon Wealth Managers is an independent RIA organized as an LLC and owned by an individual. The firm advises individuals, families and small-business clients, providing financial planning and discretionary portfolio management. Its fee model combines a percentage-of-AUM component with fixed-fee arrangements. Falcon reports it is not a multi-state adviser, is not positioned as a capital allocator, and does not identify as an active ESG investor. The firm lists an industry affiliation with accounting professionals, suggesting coordination with external tax or accounting advisors is part of its client service model.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Private Funds2%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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