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 registered investment adviser focused on fee-based portfolio management for individuals, families and small businesses. The firm runs discretionary equity-heavy strategies and positions its advisory offering around percentage-of-AUM pricing. Its stated client base is primarily individual and family clients, with additional services to small businesses and institutional entities. Farah favors liquid, exchange-traded exposures and constructs separately managed accounts and pooled solutions that reflect an equity preference rather than fixed income or cash-heavy allocations. The firm does not identify as an active ESG investor and is not structured as a capital allocator to third‑party private fund managers.
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%
Contacts
2 of 2MICHAEL FARAH
Associate Investment ManagerCRD 807381
CHRISTINE FARAH
MemberCRD 6628355
Wealth 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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