# The Wealthgarden F.S. LLC

> 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.

- CRD: 311927
- Filed as: THE WEALTHGARDEN F.S. LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: El Segundo, CA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311927
- AdvisorCensus page: https://advisorcensus.com/firm/the-wealthgarden-f-s-llc-el-segundo-ca-311927

## Quick answers

**How is The Wealthgarden F.S. LLC compensated?**
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).

**How much does The Wealthgarden F.S. LLC charge?**
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.

**Where is The Wealthgarden F.S. LLC located?**
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).

**Is The Wealthgarden F.S. LLC registered with the SEC or a state?**
The Wealthgarden F.S. LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 311927.

**How much does The Wealthgarden F.S. LLC manage?**
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).

**How have The Wealthgarden F.S. LLC's assets and staff changed since 2024?**
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.

**What types of clients does The Wealthgarden F.S. LLC serve?**
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).

**Which custodians does The Wealthgarden F.S. LLC use?**
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.

**Does The Wealthgarden F.S. LLC report any disciplinary disclosures?**
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

**Does The Wealthgarden F.S. LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "Minimum Account Size: WealthGarden does not have an account minimum."

**What changed in The Wealthgarden F.S. LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- 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

> 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% $500,001 – $1,000,000 1.25% $1,000,001 – $5,000,000 1.00% $5,000,001 + 0.80%

- Account minimum: None

> Minimum Account Size: WealthGarden does not have an account minimum.

- Hourly rate: $350 an hour (financial planning)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $227,595,909
- Discretionary: $227,278,651
- Non-discretionary: $317,258

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 174 | $139,011,109 |
| High net worth individuals | 61 | $85,490,363 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 1 | $3,094,437 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Hawthorne, CA
- Hermosa Beach, CA
- San Diego, CA

### Websites listed on Form ADV (Item 1.I)
- [thewealthgardenfs.com](https://thewealthgardenfs.com)
- Facebook @thewealthgardenfs
- Instagram @thewealthgardenfs
- LinkedIn @the-wealthgarden-f-s

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $139,180,936 | 3 | May 17, 2024 |
| October 2025 | $182,314,226 | 4 | May 21, 2025 |
| October 2026 | $227,595,909 | 5 | March 9, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Wealthgarden F.S. LLC (CRD 311927): Form ADV filing data as of October 2026.