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The Wealthgarden F.s. LLC

● SEC registered since 2024CRD 311927SEC# 801-129740El Segundo, CA
Export (members)
Reg. AUM
$182.3M
Employees
4
Accounts
588
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 $182.3 million in regulatory assets under management and employs 4 people.

The Wealthgarden F.s. LLC owners & executives

3 reported
NameTitleOwnershipSince
Jade Eagles ControlManaging Member/Cco50-75%2020
Josephti Sotto Cruz ControlManaging Member50-75%2020
Wendy Wan Turk ControlMember Of Llc25-50%2023

Frequently asked questions

How much does The Wealthgarden F.s. LLC manage?

The Wealthgarden F.s. LLC reports $182.3 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 4 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

Address1730 E. Holly Ave, Suite 838, El Segundo, CA 90245
Phone310-571-8489
Office hours8 a.m. - 4 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$182.1M
Non-discretionary$222K
Total (RAUM)$182.3M