CRD: 174092
Falcon Wealth Planning, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-04-2015
- Office Locations
- 8
Office Locations
About Falcon Wealth Planning, Inc.
Falcon Wealth Planning is an SEC-registered, fee-only RIA providing objective, fiduciary wealth management with a heavy tax-planning focus. The team (CFP professionals; NAPFA-registered firm) serves everyday Americans nationwide, including business owners and pre-retirees, with investment, retirement, and estate planning. Portfolios are overseen by an investment committee that meets quarterly; custody includes Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
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Platform
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Owner & Executives
RAY RAMOS BARTOLOME
CHIEF OPERATING OFFICER, Financial Advisor
- CRD
- #3214117
- Ownership
- Less than 5%
Peter Fredrick Gautreau
Chief Financial Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JAMIL MOUSSA ABDULLAH
Associate Planner
- CRD
- #6101534
Dave Anthony Boothe Jr.
Financial Planner
- CRD
- #6878961
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,865,546,404 | $342,679 |
| Non-Discretionary | $54,227,482 | $542,275 |
| Total | $1,919,773,886 | $346,280 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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