Falcon Wealth Managers

Overview

Falcon Wealth Managers is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm positions itself as a capital allocator but operates largely within public markets, relying on mutual funds and pooled vehicles as the primary building blocks of client portfolios. Falcon offers fee arrangements that combine a percentage of assets under management with fixed-fee work, and it also provides selection-of-other-advisers services—indicating the ability to bring in third-party managers or specialist advisers when a client’s situation calls for it. The firm is not an active ESG investor and does not report multi-state adviser status. Its business model appears to be lean and advisor-centric, with accounting industry ties that may influence client referrals or tax-aware planning. Falcon’s stated advisory scope centers on financial planning, portfolio management for individuals and small businesses, and advising on or selecting external advisers when necessary.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices