{
  "crd_number": 311927,
  "slug": "the-wealthgarden-f-s-llc-el-segundo-ca-311927",
  "primary_business_name": "THE WEALTHGARDEN F.S. LLC",
  "legal_name": "THE WEALTHGARDEN F.S. LLC",
  "dbas": [],
  "city": "El Segundo",
  "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": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-03-21",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": 227595909.0,
  "raum_discretionary": 227278651.0,
  "raum_non_discretionary": 317258.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 3094437.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 139011109.0,
      "count": 174
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 85490363.0,
      "count": 61
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NY",
    "TX"
  ],
  "websites": [
    "https://facebook.com/thewealthgardenfs",
    "https://instagram.com/thewealthgardenfs",
    "https://linkedin.com/company/the-wealthgarden-f-s",
    "https://thewealthgardenfs.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311927",
  "city_as_filed": "EL SEGUNDO",
  "url": "https://advisorcensus.com/firm/the-wealthgarden-f-s-llc-el-segundo-ca-311927",
  "display_name": "The Wealthgarden F.S. LLC",
  "summary": "The Wealthgarden F.S. LLC is an SEC-registered investment advisory firm in El Segundo, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.",
  "citation": "AdvisorCensus. The Wealthgarden F.S. LLC (CRD 311927): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-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",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is The Wealthgarden F.S. LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Wealthgarden F.S. LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does The Wealthgarden F.S. LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 9, 2026 states: Up to $500,000: 1.5% a year; $500,001 to $1,000,000: 1.25% a year; $1,000,001 to $5,000,000: 1% a year; Above $5,000,001: 0.8% a year; Hourly rate: $350 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is The Wealthgarden F.S. LLC located?",
      "a": "The Wealthgarden F.S. LLC's principal office is in El Segundo, CA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is The Wealthgarden F.S. LLC registered with the SEC or a state?",
      "a": "The Wealthgarden F.S. LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 311927."
    },
    {
      "q": "How much does The Wealthgarden F.S. LLC manage?",
      "a": "The Wealthgarden F.S. LLC reports $227,595,909 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have The Wealthgarden F.S. LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for The Wealthgarden F.S. LLC: Regulatory assets under management: $139,180,936 in the October 2024 data and $227,595,909 in the October 2026 data, up 64%. Total employees: 3 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does The Wealthgarden F.S. LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (174); high net worth individuals (61); charitable organizations (1)."
    },
    {
      "q": "Which custodians does The Wealthgarden F.S. LLC use?",
      "a": "The Wealthgarden F.S. LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does The Wealthgarden F.S. LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311927"
    },
    {
      "q": "Does The Wealthgarden F.S. LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 9, 2026 says: \"Minimum Account Size: WealthGarden does not have an account minimum.\""
    },
    {
      "q": "What changed in The Wealthgarden F.S. LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $182,314,226 to $227,595,909 (+25%). Changed its office addresses in Hawthorne, CA. Added an office in San Diego, CA. No longer lists an office in Westchester, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 139180936.0,
      "total_employees": 3,
      "filing_date": "2024-05-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 182314226.0,
      "total_employees": 4,
      "filing_date": "2025-05-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 227595909.0,
      "total_employees": 5,
      "filing_date": "2026-03-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $182,314,226 to $227,595,909 (+25%).",
        "Changed its office addresses in Hawthorne, CA.",
        "Added an office in San Diego, CA.",
        "No longer lists an office in Westchester, CA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 9, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "1.5%"
      },
      {
        "band": "$500,001 to $1,000,000",
        "rate": "1.25%"
      },
      {
        "band": "$1,000,001 to $5,000,000",
        "rate": "1%"
      },
      {
        "band": "Above $5,000,001",
        "rate": "0.8%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $350 an hour (financial planning)"
    ],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $500,000: 1.5% a year",
          "$500,001 to $1,000,000: 1.25% a year",
          "$1,000,001 to $5,000,000: 1% a year",
          "Above $5,000,001: 0.8% a year"
        ],
        "quotes": [
          "Fees are based on assets under management using a cliff fee schedule. Once a breakpoint is reached, all assets will be billed at the same breakpoint annual fee rate.",
          "$0 – $500,000 1.50% \n$500,001 – $1,000,000 1.25% \n$1,000,001 – $5,000,000 1.00% \n$5,000,001 + 0.80%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Minimum Account Size: \nWealthGarden does not have an account minimum."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (financial planning)"
        ],
        "quotes": [
          "Fees for stand -alone services (when Client does not use WealthGarden’s investment management services for complimentary financial planning) are charged on an hourly basis. The hourly rate for financial planning is $350 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 500000.0,
          "rate_pct": 1.5
        },
        {
          "min": 500001.0,
          "max": 1000000.0,
          "rate_pct": 1.25
        },
        {
          "min": 1000001.0,
          "max": 5000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 5000001.0,
          "max": null,
          "rate_pct": 0.8
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning"
        }
      ]
    },
    "quotes": [
      "Fees are based on assets under management using a cliff fee schedule. Once a breakpoint is reached, all assets will be billed at the same breakpoint annual fee rate.",
      "$0 – $500,000 1.50% \n$500,001 – $1,000,000 1.25% \n$1,000,001 – $5,000,000 1.00% \n$5,000,001 + 0.80%",
      "Minimum Account Size: \nWealthGarden does not have an account minimum.",
      "Fees for stand -alone services (when Client does not use WealthGarden’s investment management services for complimentary financial planning) are charged on an hourly basis. The hourly rate for financial planning is $350 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/the-wealthgarden-f-s-llc-el-segundo-ca-311927.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 174,
      "fewer_than_5": false,
      "raum": 139011109.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 61,
      "fewer_than_5": false,
      "raum": 85490363.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 3094437.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/311927",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}