E
CRD: 312671
EFC Wealth Management Firm LLC
LOS Angeles, CA, 90045
3106450001
$57.7M Total AUM
$57.6M Disc. AUM
-- 3Y CAGR
5 Employees
172 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-07-2021
- Office Locations
- 1
Office Locations
5901 W Century Blvd Suite 1516 LOS Angeles CA
About EFC Wealth Management Firm LLC
EFC Wealth Management Firm LLC is a LOS Angeles-based RIA. The firm has been operating for 5 years. Managing $57.7M in total assets under management, with 3 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$19.2M AVG AUM / ADVISOR
$335.5K AVG AUM / CLIENT
2.1 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Oak Quantum
Client Personas
Frontier
Investment Themes
Timber frontier Timber Quantum
Investment Vehicles
Peak
Services
Frontier Prime Pioneer eagle Focus Crest summit Timber Legacy summit Optima momentum
Owner & Executives
CORY JAMES CHAPMAN
Chief Compliance Officer, FOUNDER
- CRD
- #2835015
- Ownership
- 75% or more
(561) 582-5423
vital.frontier@capitalcapital.com
in linkedin.com/in/legacy-summit
Showing 1 of 1 owners & executives
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BaRack Little
--
- CRD
- #7800677
(309) 985-7608
pathway.peak@deltacapital.com
in linkedin.com/in/timber-fusion
Dante Jose Sanchez
--
- CRD
- #7129981
(413) 989-3218
quantum.vector@radialcapital.com
in linkedin.com/in/crest-vertex
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,636,685 | -- |
| Non-Discretionary | $64,799 | -- |
| Total | $57,701,484 | -- |
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Separately Managed Accounts
Total SMA Asset: $57,701,484
Equity - Exchange:
19.1% Public Funds:
47.4% Cash:
33.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $373,750,767 | 19.1% |
| Public Funds | $927,528,082 | 47.4% |
| Cash | $655,531,451 | 33.5% |
| Total | $1,956,810,300 | 100.0% |