# Farah Private Wealth Management, Inc

> Farah Private Wealth Management, Inc is a state-registered investment advisory firm in Costa Mesa, CA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 133776
- Filed as: FARAH PRIVATE WEALTH MANAGEMENT, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Costa Mesa, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133776
- AdvisorCensus page: https://advisorcensus.com/firm/farah-private-wealth-management-inc-costa-mesa-ca-133776

## Quick answers

**How is Farah Private Wealth Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Farah Private Wealth Management, Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Farah Private Wealth Management, Inc located?**
Farah Private Wealth Management, Inc's principal office is in Costa Mesa, CA, according to its Form ADV.

**Is Farah Private Wealth Management, Inc registered with the SEC or a state?**
Farah Private Wealth Management, Inc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 133776.

**How much does Farah Private Wealth Management, Inc manage?**
Farah Private Wealth Management, Inc reports $105,237,034 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Farah Private Wealth Management, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (23).

**Does Farah Private Wealth Management, Inc 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/133776

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $105,237,034
- Discretionary: $105,237,034
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $23,847,248 |
| High net worth individuals | 23 | $80,248,815 |
| Charitable organizations | Fewer than 5 | $1,140,971 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- farahas.com
- Facebook @farahpwm

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Farah Private Wealth Management, Inc (CRD 133776): Form ADV filing data as of October 2026.