The Wealthgarden F.s. LLC
● SEC registered since 2024CRD 311927SEC# 801-129740El Segundo, CA
Reg. AUM
$227.6M
Employees
5
Accounts
633
Location
El Segundo, CA
The Wealthgarden F.s. LLC assets under management
The Wealthgarden F.s. LLC is a registered investment adviser overseen by the SEC based in El Segundo, CA. The firm has been registered since 2024. It reports $227.6 million in regulatory assets under management and employs 5 people.
The Wealthgarden F.s. LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jade Eagles Control | Managing Member/Cco | 50-75% | 2020 |
| Josephti Sotto Cruz Control | Managing Member | 50-75% | 2020 |
| Wendy Wan Turk Control | Member Of Llc | 25-50% | 2023 |
Frequently asked questions
How much does The Wealthgarden F.s. LLC manage?
The Wealthgarden F.s. LLC reports $227.6 million in regulatory assets under management on its Form ADV.
How many employees does The Wealthgarden F.s. LLC have?
The Wealthgarden F.s. LLC reports 5 employees.
Where is The Wealthgarden F.s. LLC located?
The Wealthgarden F.s. LLC is based in El Segundo, CA and has been SEC-registered since 2024.
Does The Wealthgarden F.s. LLC disclose fund performance?
The Wealthgarden F.s. LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1730 E. Holly Ave, Suite 838, El Segundo, CA 90245 |
| Phone | 310-571-8489 |
| Office hours | 8 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$227.6M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$227.6Mregulatory AUM
Discretionary $227.3MNon-discretionary $317K