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The Wealthgarden F.s. LLC CRD 311927
$228M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1730 E. Holly Ave Suite 838, El Segundo, CA 90245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-12 |
| CA | RA | APPROVED | 2021-03-04 |
Branch Locations
1730 E. Holly Ave Suite 838, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Los Angeles | CA | 09/2012 | 11/2020 |
| Tiaa | Los Angeles | CA | 09/2012 | 11/2020 |
| Northwest Asset Management | Mercer Island | WA | 11/2020 | 03/2021 |
| The Wealthgarden F.S. Llc | El Segundo | CA | 01/2021 | Present |
| Financial Ever After Llc Dba Cover Your Assets | El Segundo | CA | 08/2024 | Present |
1. Insurance; investment-related; same address; Since 2015; Agent; Less than 10 hours per month, none during marketing hours. 2. Financially Ever After LLC dba Cover Your Assets. investment-related; same address; Certified Divorce Financial Analyst (CDFA) consulting business; CDFA, Owner; Start Date: 8/28/2024; 5 hours per month, 2-5 during securities trading hours; analyze divorcing couples' incomes, assets, expenses, and provide reports to help couples negotiate settlement. 3. Mothership Financial LLC; not investment-related; same address; 3/31/25; No client involvement; LLC to receive quarterly revenue payments from WealthGarden; Owner; < 1 hour per month, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-22 |
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