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FALCO WEALTH MANAGEMENT
FALCO WEALTH PLANNING, LLC
CRD 327977
1500 E. LANCASTER AVE., SUITE 100, PAOLI, PA, 19301, United States
Phone
610-640-5822
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.1M
Discretionary AUM
$32.1M
Team
3 total employees; 2 advisory reps; 74 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $14.1M |
| High net worth individuals | 8 | $18.0M |
All web addresses on file
Official SEC filing: View on IAPD