Farah Private Wealth Management, Inc
Firm details
- Headquarters
- Costa Mesa, California
- CRD number
- 133776
- Website
- www.farahas.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Public Funds/Mutual Funds8%
- US Government Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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