Farah Private Wealth Management, Inc

RIAState Registered
Total AUM
$105M
Discretionary
$105M
100% of AUM
Avg account
$822K
Accounts
128
Employees
3
Advisory reps
2

Firm details

Headquarters
Costa Mesa, California
CRD number
133776
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI76.26%
  • Individuals22.66%
  • Charitable Organizations1.08%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Farah Private Wealth Management, Inc. is an independent, California-registered wealth advisory firm organized as a corporation and owned by an individual. The firm focuses on fee-based portfolio management for individual and family clients, as well as for small businesses and other business or institutional accounts. Its advisory mandate is delivered on a percentage-of-AUM fee model and the firm does not identify as an active ESG investor or pension consultant in its filings. The firm’s stated business activity centers on discretionary portfolio management rather than operating as a capital allocator. Its client base is concentrated on individuals and families, and advisory services are oriented toward customized portfolio oversight rather than product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Public Funds/Mutual Funds 8%, US Government Bonds 4%88%
  • Exchange Traded Equities88%
  • Public Funds/Mutual Funds8%
  • US Government Bonds4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Costa Mesa, CA

Orange

Location

Costa Mesa, CA

Headquartered in Costa Mesa, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
1901 Newport Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth