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| Falcon Wealth Planning Inc
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|---|---|
| CRD # | 174092 |
| SEC # | 801-112659 |
| CIK # | 0001839850 |
| AUM | 1,919.8 M (2026-06-11) |
| Employees | 42 (57% Investors, 0% Brokers) |
| Phone | 855-963-2526 |
| Address | 3400 Inland Empire Blvd Ontario, CA 91764 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Karman Holdings Inc | 128.3 | ||
| Apple Inc | 81.2 | ||
| Nvidia Corp | 12.8 | ||
| Costco Wholesale Corp /NEW | 11.0 | ||
| Alphabet Inc | 10.0 | ||
| Microsoft Corp | 6.1 | ||
| Amazon Com Inc | 5.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,108 | 450.5 |
| (b) Individuals (high net worth individuals) | 455 | 1,400.2 |
| (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 | 10 | 3.4 |
| (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 | 23 | 65.7 |
| (n) Other | 0 | 0.0 |
| Total | 5,544 | 1,919.8 |
| By Discretionary | ||
| Discretionary | 5,444 | 1,865.5 |
| Non-Discretionary | 100 | 54.2 |
| Total | 5,544 | 1,919.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,919.8 | |
| Total | 5,544 | 1,919.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001839850] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fourthought Financial Partners LLC
✚
|
FL | 1,927.1 M |
|
Landaas & Company LLC
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|
WI | 1,926.6 M |
|
First Pacific Financial Inc
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WA | 1,925.8 M |
|
AMI Asset Management Corp
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CA | 1,925.6 M |
|
Conservest Capital Advisors Inc
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|
PA | 1,924.7 M |
|
Rossmore Private Capital LLC
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|
CT | 1,923.4 M |
|
Heartland Advisors Inc
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|
WI | 1,920.6 M |
|
Novare Capital Management
✚
|
NC | 1,917.1 M |
|
Artemis Wealth Advisors LLC
✚
|
NY | 1,914.5 M |
|
DT Investment Partners LLC
✚
|
PA | 1,912.8 M |