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| Keyboard |
| The Wealthgarden FS LLC
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|---|---|
| CRD # | 311927 |
| SEC # | 801-129740 |
| CIK # | 0002023633 |
| AUM | 227.6 M (2026-03-09) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 310-571-8489 |
| Address | 1730 E Holly Ave El Segundo, CA 90245 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.0 | ||
| Apple Inc | 2.5 | ||
| SPDR Gold Trust | 2.2 | ||
| iShares Comex Gold Trust | 2.1 | ||
| Facebook Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 139.0 |
| (b) Individuals (high net worth individuals) | 61 | 85.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 3.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 633 | 227.6 |
| By Discretionary | ||
| Discretionary | 630 | 227.3 |
| Non-Discretionary | 3 | 0.3 |
| Total | 633 | 227.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.6 | |
| Total | 633 | 227.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002023633] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Retail |
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|---|---|---|
|
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RMSincerbeaux Capital Management LLC
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Retirement Wealth Solutions LLC
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|
Arrien Investments Inc
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ID | 226.6 M |
|
Mentor Capital Management Inc
✚
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