Falcon Wealth Planning, Inc.
● SEC registered since 2018CRD 174092SEC# 801-112659Ontario, CA
Reg. AUM
$1.92B
Employees
42
Accounts
5,544
Location
Ontario, CA
Falcon Wealth Planning, Inc. assets under management
Falcon Wealth Planning, Inc. is an SEC-registered investment adviser based in Ontario, CA. The firm has been registered since 2018. It reports $1.9 billion in regulatory assets under management and employs 42 people.
Falcon Wealth Planning, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gabriel Abraham Shahin Control | Ceo | Under 5% | 2022 |
| Peter Fredrick Gautreau | Cfo | Under 5% | 2018 |
| Rachel Anne Vonbank Control | Chief Compliance Officer | Under 5% | 2024 |
| Ray Ramos Bartolome | Chief Operating Officer | Under 5% | 2021 |
| The Falcon Family Revocable Living Trus | Owner | Over 75% | 2018 |
| Gabriel Abraham Shahin Control | Owner | Over 75% | 2018 |
Frequently asked questions
How much does Falcon Wealth Planning, Inc. manage?
Falcon Wealth Planning, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Falcon Wealth Planning, Inc. have?
Falcon Wealth Planning, Inc. reports 42 employees.
Where is Falcon Wealth Planning, Inc. located?
Falcon Wealth Planning, Inc. is based in Ontario, CA and has been SEC-registered since 2018.
Does Falcon Wealth Planning, Inc. disclose fund performance?
Falcon Wealth Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3400 Inland Empire Blvd., Suite 100, Ontario, CA 91764 |
| Phone | 855-963-2526 |
| Fax | 844-822-4127 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.92B▲ 87%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,306 advisers
EmployeesTop 14%
More than 86% of 16,824 advisers
Assets under management
$1.92Bregulatory AUM
Discretionary $1.87BNon-discretionary $54.2M