Falists
← Back to search

EXPERIENCE YOUR WEALTH, LLC

CRD 305991 · SEC 801-136693

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

United States

Registration

— (—)

Source

State registered

Total AUM

$105.3M

Discretionary AUM

$0

Team

3 total employees; 2 advisory reps; 8 broker-dealer reps

Clients

51-100

Fees

Hourly charges; Fixed fees; FEES BASED ON CLIENT INCOME AND NET WORTH

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau →

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminarsINVESTMENT ADVISORY

Client types

TypeClientsAUM
Individuals48$18.6M
High net worth individuals22$86.7M

All web addresses on file

Official SEC filing: View on IAPD