FAVOR WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2021

Total AUM

$88.8M

Discretionary

$88.8M

100% of AUM

Avg account

$184K

Accounts

483

Employees

Advisory reps

Firm details

Headquarters: PASADENA, California
CRD number: 316705
Registered since: December 6, 2021
Website: www.favorwealth.com
Custodians: CHARLES SCHWAB & CO., INC., COMMUNITY BANK NA
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.77%
Individuals36.23%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Favor Wealth Advisors, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm, SEC-registered in 2021 and organized as an LLC with individual ownership, provides fee-based financial planning and discretionary portfolio management alongside hourly and fixed-fee advisory options. Its service set includes portfolio management for individuals and small businesses, pension-consulting work, and selection of third-party advisers. Favor Wealth Advisors is not an active ESG investor and operates primarily under a single-state registration profile. Investment activity emphasizes liquid equity exposure—exchange-traded securities are the single largest asset type used in managed accounts—while the firm also sources a range of third-party alternative managers. The business model blends model/SMAs and third-party fund allocations, with a focus on constructing diversified portfolios for affluent households and small-business owners.