FOLSOM WEALTH ADVISORS

FOLSOM WEALTH ADVISORS is an SEC-registered investment adviser (CRD 329515). Regulatory assets under management: $3.9M.

Registration

• CRD: 329515
• Type: Registered investment adviser
• Phone: (916) 234-0224
• Latest filing: 2026-03-05
• Regulatory AUM: $3.9M
• Discretionary AUM: $3.9M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM, Hourly, 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 329515 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search