Falcon Wealth Planning, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

174092

SEC number

801-112659

Firm type

RIA

Assets under management

$1.9B as of Jun 11, 2026

Website

www.linkedin.com/company/falcon-wealth-planning-inc-/mycompany/?viewAsMember=true ↗

Phone

855-963-2526

Address

3400 Inland Empire Blvd., Ontario, CA, 91764

Advisors at this firm

24 in our index · page 1 of 1

• Jamil Moussa AbdullahCRD 6101534 · Ontario, CA
  IA RegisteredRegistration inactive
• Ray Ramos BartolomeCRD 3214117 · Ontario, CA
  IA RegisteredRegistration inactive
• Dave Anthony BootheCRD 6878961 · Ontario, CA
  IA RegisteredRegistration inactive
• Bryan Anthony CassickCRD 6604612 · Albany, NY
  IA RegisteredRegistration inactive
• Michael Leon CasterCRD 5968730 · Gilbert, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Quinn Carlos CarranzaCRD 7619606 · Ontario, CA
  IA Registered
• Christopher CarreonCRD 6380811 · Ontario, CA
  IA Registered
• Alexandra CastilloCRD 8185055 · Ontario, CA
  IA Registered
• Cory Brandon GriffithsCRD 6460097 · Ontario, CA
  IA RegisteredRegistration inactive
• Ronald William GuayCRD 6746496 · San Jose, CA
  IA Registered
• Michael Gregory JensenCRD 5848722 · Irvine, CA
  IA Registered
• Pietro LombardiCRD 2814446 · Irvine, CA
  IA RegisteredRegistration inactive
• Richard Bartholomew LeakeCRD 2240386 · Oakbrook Terrace, IL
  IA RegisteredRegistration inactive
• Kevin Duane MayoCRD 2975814 · Ontario, CA
  IA RegisteredRegistration inactive
• Marc MelendezCRD 7841604 · Ontario, CA
  IA Registered
• Ryan Christopher PerryCRD 4248079 · Ontario, CA
  IA RegisteredRegistration inactive
• Ricky Vu PerezCRD 7845533 · Ontario, CA
  IA Registered
• Claudia Frances RodriguezCRD 6662094 · Traverse City, MI
  IA RegisteredRegistration inactive
• Zackary Tyler RoyceCRD 6999116 · Ontario, CA
  IA Registered
• Matthew Abraham ShahinCRD 6373392 · Gilbert, AZ
  IA RegisteredRegistration inactive
• Min Joseph SongCRD 5300828 · Ontario, CA
  IA RegisteredRegistration inactive
• Raymond Joseph SicardCRD 4138600 · Weymouth, MA
  IA RegisteredRegistration inactive
• Kenneth David VendleyCRD 4733918 · Irvine, CA
  IA RegisteredRegistration inactive
• Rachel Anne VonbankCRD 6742855 · Ontario, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.