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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Falcon Wealth Planning Inc
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|---|---|
| CRD # | 174092 |
| SEC # | 801-112659 |
| CIK # | 0001839850 |
| AUM | $1.2 B (2025-07-15) |
| Employees | 41 (59% Investors, 0% Brokers) |
| Phone | 855-963-2526 |
| Address | 3400 Inland Empire Blvd Ontario, CA 91764 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 55.4 | ||
| Nvidia Corp | 7.2 | ||
| Microsoft Corp | 6.1 | ||
| Costco Wholesale Corp /NEW | 5.7 | ||
| Amazon Com Inc | 4.1 | ||
| J P Morgan Chase & Co | 3.9 | ||
| Tesla Motors Inc | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 996 | 358.7 |
| (b) Individuals (high net worth individuals) | 332 | 794.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 1.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,575 | 1,159.5 |
| By Discretionary | ||
| Discretionary | 3,490 | 1,126.5 |
| Non-Discretionary | 85 | 33.1 |
| Total | 3,575 | 1,159.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,159.5 | |
| Total | 3,575 | 1,159.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001839850] |
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