CRD: 174092
Falcon Wealth Planning, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-04-2015
- Office Locations
- 7
Office Locations
About Falcon Wealth Planning, LLC
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.
Reported data analysis
What the numbers show
Between December 3, 2025 and September 25, 2026, reported AUM increased 68.7%, from $1.2B to $2.0B.
Across 5 reported observations, AUM increased 328.5% between October 13, 2022 and September 25, 2026, from $456.5M to $2.0B.
Of the latest reported AUM, 98.8% is discretionary and 1.2% is non-discretionary.
The firm reports 22 advisory representatives and 1,611 clients, or 73.2 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 7 reported office locations and 11 years in operation. The source data was last updated on September 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Falcon Wealth Planning, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Falcon Wealth Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
JAMIL MOUSSA ABDULLAH
Associate Planner
- CRD
- #6101534
Dave Anthony Boothe Jr.
Financial Planner
- CRD
- #6878961
Showing 2 of 25 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,932,587,817 | $349,095 |
| Non-Discretionary | $23,376,915 | $754,094 |
| Total | $1,955,964,732 | $351,350 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Falcon Wealth Planning, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Falcon Wealth Planning, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.