The Wealthgarden F.S. LLC
Firm details
- Headquarters
- El Segundo, California
- CRD number
- 311927
- Registered since
- March 21, 2024
- Website
- thewealthgardenfs.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals61.08%
- HNWI37.56%
- Charitable Organizations1.36%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Wealthgarden F.S. LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. Ownership is held by an individual. The firm serves both individual and family clients as well as institutional relationships and focuses on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges and fixed-fee arrangements. The firm does not present itself as a capital allocator, is not an active ESG investor, and is not identified as a multi-state or related adviser in the filing. Industry relationships listed include an accountant and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds79%
- Exchange Traded Equities13%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- Other1%
Contacts
3 of 5
Jade Eagles
FounderCRD 5939276
Justin Ragatz
Associate AdvisorCRD 7771336
Whitney Bania
Investment Adviser RepresentativeCRD 4866167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 201Active vs passive
$189M in ETFs
65%
$124M
21%
$65.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $10.5M | 14,017 | 5.54% |
Location
El Segundo, CA
Los Angeles
Location
El Segundo, CA
Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1730 E Holly Ave
- Time zone
- PT (UTC-8)
- Office locations
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