$25.2M Total AUM
$18.8M Disc. AUM
-- 3Y CAGR
1 Employees
108 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-16-2022
- Office Locations
- 1
Office Locations
-- Visalia CA
About FCG Wealth Management LLC
FCG Wealth Management LLC is a boutique, owner-led advisory firm in Visalia, CA providing financial planning, retirement and estate planning, and insurance-based planning alongside portfolio construction and asset allocation. Portfolios skew to public funds with a municipal bond sleeve. Custody is held with Altruist and Truist Bank.
Team overview
48 AVG AGE
$25.2M AVG AUM / ADVISOR
$233.8K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
BENJAMIN MICHAEL REYNOSO
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4022674
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,835,477 | -- |
| Non-Discretionary | $6,412,479 | -- |
| Total | $25,247,956 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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