← Back to searchVisit website
FALCON WEALTH PLANNING, INC.
CRD 174092 · SEC 801-112659
3400 INLAND EMPIRE BLVD., SUITE 100, ONTARIO, CA, 91764, United States
Phone
855-963-2526
Fax
844-822-4127
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.92B
Discretionary AUM
$1.87B
Team
42 total employees; 24 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS FEES
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1108 | $450.5M |
| High net worth individuals | 455 | $1.40B |
| Pension/profit sharing plans | 10 | $3.4M |
| Corporations/business entities | 23 | $65.7M |
States served
AZ, CA, CO, GA, IL, IN, KY, LA, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OK, OR, PA, SC, TN, VA, WV, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/company/falcon-wealth-planning-inc-/mycompany/?viewAsMember=true
- HTTPS://TWITTER.COM/FALCONWEALTHP
- https://www.instagram.com/falconwealthplanning/
- https://x.com/FalconWealthP
- https://www.youtube.com/channel/UCL0QWORfNE6ObZRfFf4ISWg
- https://www.tiktok.com/@falconwealthplanning?is_from_webapp=1&sender_device=pc
- https://www.facebook.com/FalconWP
- HTTP://WWW.FALCONWEALTHPLANNING.COM
Official SEC filing: View on IAPD