CRD: 311474
Fenul Wealth Management LLC
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-26-2021
- Office Locations
- 1
Office Locations
About Fenul Wealth Management LLC
Fenul Wealth Management is an independent RIA in Los Angeles providing holistic wealth management, portfolio management, and comprehensive financial planning for individuals and families—from early-career savers to high-net-worth households. Investment advice spans stocks, mutual funds, index funds, ETFs, options, and bonds across taxable and retirement accounts (including 401(k)s). The firm states it has no minimums and supports planning via a RightCapital client portal.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
tayeb ayat
Chief Executive Officer, Chief Investment Officer
- CRD
- #7292729
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $898,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $898,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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