The Wealthgarden F.s. LLC
The Wealthgarden F.s. LLC is an SEC-registered mass-market adviser in El Segundo, CA with $227.6M assets under management (AUM, regulatory AUM), +25% over one year. See who owns The Wealthgarden F.s. LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311927, SEC 801-129740, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $227.6M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- El Segundo, CA
- Employees
- 5
- Clients
- 236
- CRD
- 311927
- Ownership
- CRUZ, JOSEPHTI, SOTTO; EAGLES, JADE; TURK, WENDY, WAN
How much AUM does The Wealthgarden F.s. LLC have?
The Wealthgarden F.s. LLC reported $227.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns The Wealthgarden F.s. LLC?
Disclosed owners and executives of The Wealthgarden F.s. LLC include CRUZ, JOSEPHTI, SOTTO, EAGLES, JADE, TURK, WENDY, WAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.