THE WEALTHGARDEN F.S. LLC
Firm details
- Headquarters
- EL SEGUNDO, California
- CRD number
- 311927
- Registered since
- March 21, 2024
- Website
- thewealthgardenfs.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals61.08%
- HNWI37.56%
- Charitable Organizations1.36%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Wealthgarden F.S. LLC is an independent, SEC-registered RIA (registered in 2024) organized as an LLC and owned by an individual. It serves both individual/family and institutional clients, offering financial planning and portfolio management for individuals and small businesses. The firm bills clients via percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The Wealthgarden does not identify as an ESG investor, is not a multi-state adviser, and does not list itself as a capital allocator.
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
- Public Funds/Mutual Funds79%
- Exchange Traded Equities13%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- Other1%
Contacts
3 of 5JADE EAGLES
FounderCRD 5939276
Justin Ragatz
Associate AdvisorCRD 7771336
Whitney Bania
Associate Vice President – InvestmentsCRD 4866167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 186Active vs passive
$167M in ETFs
69%
$115M
20%
$51.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $4.6M | 7,095 | 2.78% |
Location
EL SEGUNDO, CA
LOS ANGELES
Location
EL SEGUNDO, CA
Headquartered in EL SEGUNDO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 1730 E Holly Ave
- Time zone
- PT (UTC-8)
- Office locations
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