CRD: 311927
THE Wealthgarden F.s. LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-04-2021
- Office Locations
- 3
Office Locations
About THE Wealthgarden F.s. LLC
The WealthGarden F.S. is a boutique, independent RIA offering hands-on financial planning and ongoing investment management for a select group of individuals and families, emphasizing clear communication and long-term partnership. Portfolios use diversified, tax-aware asset allocation with ETFs and mutual funds, alongside planning for estate, insurance, and charitable goals. Custody includes Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
JOSEPHTI SOTTO CRUZ
Founding Partner, Wealth Management Advisor
- CRD
- #4095193
- Ownership
- 50% but less than 75%
JADE EAGLES
Chief Compliance Officer, Founding Partner, Tax Planning Specialist, Wealth Management Advisor
- CRD
- #5939276
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Whitney Light Bania
Wealth Manager
- CRD
- #4866167
Justin Ragatz
Associate Advisor
- CRD
- #7771336
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $227,278,651 | $360,760 |
| Non-Discretionary | $317,258 | $105,753 |
| Total | $227,595,909 | $359,551 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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