EFC Wealth Management Firm LLC

RIASEC Registered

Total AUM

$57.7M

Discretionary

$57.7M

100% of AUM

Avg account

$178K

Accounts

324

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 312671
Website: www.efcwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: Individuals77.57%
HNWI21.87%
Corporations / Businesses0.32%
Pension & Profit Sharing Plans0.24%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

EFC Wealth Management Firm LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and functions as a capital allocator, sourcing outside managers and placing client assets with third‑party funds when appropriate. Its client-facing services emphasize financial planning and discretionary portfolio management for individuals and small businesses, plus pension consulting, manager selection, and educational seminars. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly, subscription, and fixed‑fee options. EFC is not identified as an active ESG investor and is not flagged as a multistate adviser.