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$9.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-08-2022
- Office Locations
- 1
Office Locations
185 State State College Boulevard Suite 67 Brea CA
About Layari Financial
Layari Financial is a fee-only, fiduciary planning firm founded by CFP Jon Wong after 14 years at private firms. The firm focuses on talented professionals and growing families, leading with empathy-driven discovery around values and goals, then delivering a tailored financial plan and ongoing implementation/asset management. Custody includes Schwab.
Team overview
42 AVG AGE
$9.1M AVG AUM / ADVISOR
$189.7K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
Jonathan Andrew Reyes Wong
Chief Compliance Officer, Financial Solutions Advisor, Owner
- CRD
- #5687563
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,107,966 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,107,966 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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