# Falcon Wealth Managers

> Falcon Wealth Managers is a state-registered investment advisory firm in Concordville, PA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 298692
- Filed as: FALCON WEALTH MANAGERS
- Legal name: Falcon Wealth Managers LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Concordville, PA
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298692
- AdvisorCensus page: https://advisorcensus.com/firm/falcon-wealth-managers-concordville-pa-298692

## Quick answers

**How is Falcon Wealth Managers compensated?**
On its Form ADV (Item 5.E, October 2026), Falcon Wealth Managers reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Falcon Wealth Managers located?**
Falcon Wealth Managers' principal office is in Concordville, PA, according to its Form ADV.

**Is Falcon Wealth Managers registered with the SEC or a state?**
Falcon Wealth Managers is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298692.

**How much does Falcon Wealth Managers manage?**
Falcon Wealth Managers reports $28,830,256 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary).

**What types of clients does Falcon Wealth Managers serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11).

**Does Falcon Wealth Managers 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/298692

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $28,830,256
- Discretionary: $28,830,256
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $860,976 |
| High net worth individuals | 11 | $27,883,908 |
| Charitable organizations | Fewer than 5 | $85,372 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- falconwealthmanagers.com
- Facebook @FalconWealthManagers
- LinkedIn @falcon-wealth-managers-llc
- X @FinanceTaxPlan

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Falcon Wealth Managers (CRD 298692): Form ADV filing data as of October 2026.