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THE WEALTHGARDEN F.S. LLC

EL SEGUNDO, CA · CRD 311927 · IAPD ↗ · thewealthgardenfs.com · 310-571-8489

$227.6MRegulatory AUM
4Advisory reps
5Employees
2Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — THE WEALTHGARDEN F.S. LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — THE WEALTHGARDEN F.S. LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — THE WEALTHGARDEN F.S. LLC reported RAUM up 31% ($139.2M -> $182.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2024 — THE WEALTHGARDEN F.S. LLC (EL SEGUNDO, CA) is newly SEC-registered with $139.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.