Falcon Wealth Managers, Inc.
OwnerFalcon Wealth Planning, LLC
About Falcon Wealth Managers, Inc.
Falcon Wealth Managers, Inc. is listed as Owner at Falcon Wealth Planning, LLC in Ontario, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Falcon Wealth Planning, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Falcon Wealth Managers, Inc. work?
Falcon Wealth Managers, Inc. is listed as Owner at Falcon Wealth Planning, LLC on SEC Form ADV.
How much of Falcon Wealth Planning, LLC does Falcon Wealth Managers, Inc. own?
Form ADV reports a beneficial ownership band of Over 75%.
Falcon Wealth Planning, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |