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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-20-2018
- Office Locations
- 1
Office Locations
About Falcon Wealth Managers
Falcon Wealth Managers is a fee-only RIA serving working professionals and new or aspiring retirees with retirement income and tax planning (IRA withdrawal strategy and Social Security timing), plus 401(k) and equity-comp decisions. The firm emphasizes active asset allocation and risk management, using mutual funds, ETFs and fixed income, with custody through Schwab. Led by Bob Falcon, CFP and CPA/PFS with Big 4 tax experience.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 10 clients, or 10 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on January 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
ROBERT JOHN FALCON
Chief Compliance Officer, Financial Consultant
- CRD
- #6508801
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,872,002 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,872,002 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Falcon Wealth Managers has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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