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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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