{ "crd_number": 316705, "slug": "favor-wealth-advisors-llc-pasadena-ca-316705", "primary_business_name": "FAVOR WEALTH ADVISORS, LLC", "legal_name": "FAVOR WEALTH ADVISORS, LLC", "dbas": [], "city": "Pasadena", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2022-05-03", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-03-16", "carried_forward": false, "raum_total": 88763573.0, "raum_discretionary": 88763573.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 3, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 32158302.0, "count": 101 }, "high_net_worth_individuals": { "raum": 56605271.0, "count": 32 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 3, "states_registered": [ "CA", "LA", "NV" ], "websites": [ "https://facebook.com/FavorWealth", "https://favorwealth.com", "https://linkedin.com/company/favorwealth", "https://twitter.com/favor-wealth", "https://youtube.com/@favorwealthadvisors" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316705", "disclosure_items": [ { "item": "11.C(2)", "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?" }, { "item": "11.C(4)", "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?" }, { "item": "11.C(5)", "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?" } ], "city_as_filed": "PASADENA", "url": "https://advisorcensus.com/firm/favor-wealth-advisors-llc-pasadena-ca-316705", "display_name": "Favor Wealth Advisors, LLC", "summary": "Favor Wealth Advisors, LLC is a state-registered investment advisory firm in Pasadena, CA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.", "citation": "AdvisorCensus. Favor Wealth Advisors, LLC (CRD 316705): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Favor Wealth Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Favor Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Favor Wealth Advisors, LLC located?", "a": "Favor Wealth Advisors, LLC's principal office is in Pasadena, CA, according to its Form ADV." }, { "q": "Is Favor Wealth Advisors, LLC registered with the SEC or a state?", "a": "Favor Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 316705." }, { "q": "How much does Favor Wealth Advisors, LLC manage?", "a": "Favor Wealth Advisors, LLC reports $88,763,573 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)." }, { "q": "What types of clients does Favor Wealth Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (101); high net worth individuals (32)." }, { "q": "Does Favor Wealth Advisors, LLC report any disciplinary disclosures?", "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316705" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/favor-wealth-advisors-llc-pasadena-ca-316705.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 101, "fewer_than_5": false, "raum": 32158302.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 32, "fewer_than_5": false, "raum": 56605271.0 } ], "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316705", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }