FALCO WEALTH MANAGEMENT

FALCO WEALTH MANAGEMENT of PAOLI, PA is an SEC-registered investment adviser (CRD 327977). Regulatory assets under management: $32.1M.

Registration

• CRD: 327977
• Type: Registered investment adviser
• Location: 1500 E. LANCASTER AVE., PAOLI, PA, 19301
• Phone: 610-640-5822
• Latest filing: 2026-03-27
• Regulatory AUM: $32.1M
• Discretionary AUM: $32.1M
• Clients: 3
• Accounts: 74

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327977 on SEC IAPD (source of record)
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