This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-28-2005
- Office Locations
- 1
Office Locations
About Farah Private Wealth Management, INC
Farah Private Wealth Management is a Costa Mesa, CA wealth manager focused on high-net-worth individuals. The firm provides financial planning and portfolio construction, including estate/retirement and insurance planning, and manages actively allocated, tax-efficient portfolios that lean heavily on ETFs alongside stocks, mutual funds, and fixed income. Custody is primarily at Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL PAUL FARAH
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #807381
- Ownership
- 75% or more
CHRISTINE LEE FARAH
Managing Director
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,237,034 | $222,222 |
| Non-Discretionary | $0 | -- |
| Total | $105,237,034 | $222,222 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing