# FALCON WEALTH PLANNING, INC.

FALCON WEALTH PLANNING, INC. of ONTARIO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 174092
- Type: SEC-registered investment adviser
- SEC file number: 801-112659
- Location: 3400 INLAND EMPIRE BLVD., SUITE 100, ONTARIO, CA, 91764
- Phone: 855-963-2526
- Latest filing: 2026-06-11
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $54.2M
- Clients: 42
- Accounts: 5,544

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Gabriel Abraham Shahin | CEO; OWNER | — |
| Peter Fredrick Gautreau | CFO | — |
| Ray Ramos Bartolome | CHIEF OPERATING OFFICER | — |
| Rachel Anne Vonbank | CHIEF COMPLIANCE OFFICER | Ontario, CA |
| SHAHIN GABRIEL ABRAHAM | CCO; CEO; OWNER (+1 more) | — |
| Vonbank Rachel Anne | CHIEF COMPLIANCE OFFICER | — |
| Gautreau Peter Fredrick | CFO | — |
| BARTOLOME RAY RAMOS | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174092/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174092/similar
- Related entities: https://search.stillhousedata.com/firm/174092/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174092

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.