FARAH PRIVATE WEALTH MANAGEMENT, INC

RIASEC 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 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

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%

Contacts

2 of 2
  • MICHAEL FARAH

    Associate Investment ManagerCRD 807381

  • CHRISTINE FARAH

    MemberCRD 6628355

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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