# EFC Wealth Management Firm LLC

> EFC Wealth Management Firm LLC is a state-registered investment advisory firm in Los Angeles, CA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 312671
- Filed as: EFC WEALTH MANAGEMENT FIRM LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312671
- AdvisorCensus page: https://advisorcensus.com/firm/efc-wealth-management-firm-llc-los-angeles-ca-312671

## Quick answers

**How is EFC Wealth Management Firm LLC compensated?**
On its Form ADV (Item 5.E, October 2026), EFC Wealth Management Firm LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is EFC Wealth Management Firm LLC located?**
EFC Wealth Management Firm LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is EFC Wealth Management Firm LLC registered with the SEC or a state?**
EFC Wealth Management Firm LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312671.

**How much does EFC Wealth Management Firm LLC manage?**
EFC Wealth Management Firm LLC reports $57,701,484 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**What types of clients does EFC Wealth Management Firm LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160); high net worth individuals (8).

**Does EFC Wealth Management Firm LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312671

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $57,701,484
- Discretionary: $57,701,484
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $44,759,517 |
| High net worth individuals | 8 | $12,616,512 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $137,983 |
| Corporations or other businesses not listed above | Fewer than 5 | $187,472 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, NV, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- efcwealthmanagement.com
- Facebook @efcwealthmanagement
- Instagram @efcwealthmanagement
- LinkedIn @efcwealthgroup
- X @efcwealth
- YouTube @UC_utgaqGI2i1QCktTdpfdoQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EFC Wealth Management Firm LLC (CRD 312671): Form ADV filing data as of October 2026.