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Falcon Wealth Planning, Inc. CRD 174092
$1.96B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-26 |
| TX | RA | APPROVED | 2023-12-19 |
Branch Locations
3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon.cOm, Inc | Moreno Valley | CA | 09/2014 | 12/2016 |
| Student | Riverside | CA | 01/2017 | 08/2018 |
| Ucr Dining Services | Riverside | CA | 10/2017 | 10/2018 |
| Lineage Logistics | Riverside | CA | 08/2018 | 11/2018 |
| National General Insurance | Ontario | CA | 12/2018 | 02/2019 |
| Unemployed | Moreno Valley | CA | 02/2019 | 06/2019 |
| Nelson Staffing | Riverside | CA | 06/2019 | 08/2019 |
| Home Depot | Perris | CA | 09/2019 | 12/2019 |
| Clearpath Federal Credit Union | Moreno Valley | CA | 01/2020 | 04/2021 |
| Falcon Wealth Planning | Ontario | CA | 04/2021 | Present |
| Falcon Wealth Planning, Inc. | Ontario | CA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-20 |
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