FALCON WEALTH MANAGERS

FALCON WEALTH MANAGERS is an SEC-registered investment adviser (CRD 298692). Regulatory assets under management: $26.9M.

Registration

• CRD: 298692
• Type: Registered investment adviser
• Phone: 2154850771
• Latest filing: 2026-01-14
• Regulatory AUM: $26.9M
• Discretionary AUM: $26.9M
• Clients: 1
• Accounts: 51

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298692 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search