FALCON WEALTH PLANNING, INC.
CRD #174092 SEC #801-112659 ONTARIO, CA 855-963-2526
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
41
Clients
--
Accounts
3,575
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.2B | $1.1B | $33.1M | 41 | 0 |
| Oct 2025 | $1.2B | $1.1B | $33.1M | 42 | 0 |
| Oct 2025 | $1.2B | $1.1B | $33.1M | 42 | 0 |
| Aug 2025 | $1.2B | $1.1B | $33.1M | 43 | 0 |
| Aug 2025 | $1.2B | $1.1B | $33.1M | 42 | 0 |
| Jul 2025 | $1.2B | $1.1B | $33.1M | 41 | 0 |
| May 2025 | $1.2B | $1.1B | $33.1M | 40 | 0 |
| May 2025 | $1.2B | $1.1B | $33.1M | 40 | 0 |
| Apr 2025 | $1.2B | $1.1B | $33.1M | 40 | 0 |
| Apr 2025 | $1.2B | $1.1B | $33.1M | 40 | 0 |
| Mar 2025 | $1.2B | $1.1B | $33.1M | 38 | 0 |
| Feb 2025 | $1.2B | $1.1B | $33.1M | 39 | 0 |
| Jan 2025 | $1B | $1B | $15M | 33 | 0 |
| Nov 2024 | $1B | $1B | $15M | 34 | 0 |
| Nov 2024 | $1B | $1B | $15M | 35 | 0 |
| Oct 2024 | $1B | $1B | $15M | 35 | 0 |
| Sep 2024 | $1B | $1B | $15M | 34 | 0 |
| Aug 2024 | $1B | $1B | $15M | 33 | 0 |
| Aug 2024 | $1B | $1B | $15M | 33 | 0 |
| Aug 2024 | $1B | $1B | $15M | 33 | 0 |
| Aug 2024 | $1B | $1B | $15M | 33 | 0 |
| Jul 2024 | $1B | $1B | $15M | 33 | 0 |
| Jul 2024 | $1B | $1B | $15M | 32 | 0 |
| Jul 2024 | $1B | $1B | $15M | 32 | 0 |
| Jul 2024 | $825.8M | $769.6M | $56.3M | 34 | 0 |
| May 2024 | $825.8M | $769.6M | $56.3M | 27 | 0 |
| Apr 2024 | $825.8M | $769.6M | $56.3M | 28 | 0 |
| Apr 2024 | $825.8M | $769.6M | $56.3M | 27 | 0 |
| Feb 2024 | $825.8M | $769.6M | $56.3M | 28 | 0 |
| Feb 2024 | $825.8M | $769.6M | $56.3M | 27 | 0 |
| Jan 2024 | $825.8M | $769.6M | $56.3M | 26 | 0 |
| Jan 2024 | $825.8M | $769.6M | $56.3M | 26 | 0 |
| Jan 2024 | $673.7M | $668.7M | $5M | 26 | 0 |
| Jan 2024 | $673.7M | $668.7M | $5M | 27 | 0 |
| Nov 2023 | $673.7M | $668.7M | $5M | 27 | 0 |
| Oct 2023 | $673.7M | $668.7M | $5M | 27 | 0 |
| Sep 2023 | $673.7M | $668.7M | $5M | 27 | 0 |
| Sep 2023 | $673.7M | $668.7M | $5M | 27 | 0 |
| Sep 2023 | $673.7M | $668.7M | $5M | 27 | 0 |
| Aug 2023 | $673.7M | $668.7M | $5M | 27 | 0 |
| Jul 2023 | $609.2M | $591.9M | $17.3M | 27 | 0 |
| Jul 2023 | $609.2M | $591.9M | $17.3M | 27 | 0 |
| Jun 2023 | $609.2M | $591.9M | $17.3M | 27 | 0 |
| Jun 2023 | $609.2M | $591.9M | $17.3M | 27 | 0 |
| May 2023 | $569M | $285.8M | $283.1M | 27 | 0 |
| Mar 2023 | $569M | $285.8M | $283.1M | 27 | 0 |
| Mar 2023 | $569M | $285.8M | $283.1M | 27 | 0 |
| Jan 2023 | $528.1M | $507.4M | $20.7M | 27 | 0 |
| Jan 2023 | $456.5M | $454.1M | $2.3M | 27 | 0 |
| Jan 2023 | $456.5M | $454.1M | $2.3M | 26 | 0 |
| Oct 2022 | $456.5M | $454.1M | $2.3M | 25 | 0 |
| Oct 2022 | $456.5M | $454.1M | $2.3M | 24 | 0 |
| Sep 2022 | $456.5M | $454.1M | $2.3M | 22 | 0 |
| Sep 2022 | $456.5M | $454.1M | $2.3M | 20 | 0 |
| Sep 2022 | $456.5M | $454.1M | $2.3M | 21 | 0 |
| Aug 2022 | $456.5M | $454.1M | $2.3M | 21 | 0 |
| Aug 2022 | $456.5M | $454.1M | $2.3M | 21 | 0 |
| Jul 2022 | $456.5M | $454.1M | $2.3M | 21 | 0 |
| Jul 2022 | $456.5M | $454.1M | $2.3M | 21 | 0 |
| Jun 2022 | $456.5M | $454.1M | $2.3M | 21 | 0 |
| Jun 2022 | $456.5M | $454.1M | $2.3M | 21 | 0 |
| May 2022 | $456.5M | $454.1M | $2.3M | 22 | 0 |
| Apr 2022 | $456.5M | $454.1M | $2.3M | 21 | 0 |
| Apr 2022 | $456.5M | $454.1M | $2.3M | 21 | 0 |
| Apr 2022 | $456.5M | $454.1M | $2.3M | 21 | 0 |
| Mar 2022 | $456.5M | $454.1M | $2.3M | 22 | 0 |
| Feb 2022 | $414.1M | $411.4M | $2.7M | 22 | 59 |
| Feb 2022 | $414.1M | $411.4M | $2.7M | 22 | 59 |
| Jan 2022 | $414.1M | $411.4M | $2.7M | 22 | 59 |
| Nov 2021 | $414.1M | $411.4M | $2.7M | 20 | 59 |
| Nov 2021 | $414.1M | $411.4M | $2.7M | 19 | 59 |
| Oct 2021 | $414.1M | $411.4M | $2.7M | 19 | 59 |
| Sep 2021 | $414.1M | $411.4M | $2.7M | 19 | 59 |
| Aug 2021 | $357.3M | $354.7M | $2.6M | 19 | 59 |
| Aug 2021 | $357.3M | $354.7M | $2.6M | 18 | 59 |
| Jul 2021 | $357.3M | $354.7M | $2.6M | 17 | 59 |
| Jun 2021 | $357.3M | $354.7M | $2.6M | 16 | 59 |
| Jun 2021 | $357.3M | $354.7M | $2.6M | 16 | 59 |
| Jun 2021 | $357.3M | $354.7M | $2.6M | 15 | 59 |
| Apr 2021 | $289.1M | $287.5M | $1.7M | 15 | 59 |
| Apr 2021 | $289.1M | $287.5M | $1.7M | 15 | 59 |
| Apr 2021 | $289.1M | $287.5M | $1.7M | 15 | 59 |
| Mar 2021 | $289.1M | $287.5M | $1.7M | 15 | 59 |
| Mar 2021 | $289.1M | $287.5M | $1.7M | 15 | 59 |
| Mar 2021 | $224.5M | $220.8M | $3.7M | 15 | 5 |
| Jan 2021 | $224.5M | $220.8M | $3.7M | 14 | 5 |
| Jan 2021 | $224.5M | $220.8M | $3.7M | 13 | 5 |
| Jan 2021 | $224.5M | $220.8M | $3.7M | 13 | 5 |
| Jul 2020 | $224.5M | $220.8M | $3.7M | 12 | 5 |
| Jun 2020 | $224.5M | $220.8M | $3.7M | 12 | 5 |
| Jun 2020 | $202.5M | $189.2M | $13.4M | 12 | 5 |
| Jun 2020 | $202.5M | $189.2M | $13.4M | 12 | 5 |
| Apr 2020 | $202.5M | $189.2M | $13.4M | 12 | 5 |
| Apr 2020 | $202.5M | $189.2M | $13.4M | 12 | 5 |
| Feb 2020 | $202.5M | $189.2M | $13.4M | 13 | 5 |
| Feb 2020 | $202.5M | $189.2M | $13.4M | 12 | 5 |
| Dec 2019 | $193.3M | $182M | $11.3M | 12 | 5 |
| Dec 2019 | $193.3M | $182M | $11.3M | 11 | 5 |
| Nov 2019 | $193.3M | $182M | $11.3M | 12 | 5 |
| Nov 2019 | $193.3M | $182M | $11.3M | 10 | 5 |
| Apr 2019 | $145.5M | $138.2M | $7.2M | 10 | 5 |
| Mar 2019 | $145.5M | $138.2M | $7.2M | 10 | 5 |
| Feb 2019 | $145.5M | $138.2M | $7.2M | 9 | 5 |
| Feb 2019 | $145.5M | $138.2M | $7.2M | 9 | 5 |
| Jan 2019 | $166M | $160M | $6M | 9 | 20 |
| Nov 2018 | $166M | $160M | $6M | 8 | 20 |
| Sep 2018 | $166M | $160M | $6M | 8 | 20 |
| Jul 2018 | $132M | $127M | $5M | 8 | 20 |
| May 2018 | $132M | $127M | $5M | 9 | 20 |
| May 2018 | $132M | $127M | $5M | 9 | 20 |
| May 2018 | $132M | $127M | $5M | 9 | 20 |
| May 2018 | $132M | $127M | $5M | 9 | 20 |
| Apr 2018 | $132M | $127M | $5M | 9 | 20 |
| Mar 2018 | $132M | $127M | $5M | 9 | 20 |
| Feb 2018 | $132M | $127M | $5M | 9 | 20 |
DateDec 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$33.1M
Employees41
Clients0
DateOct 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$33.1M
Employees42
Clients0
DateOct 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$33.1M
Employees42
Clients0
DateAug 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$33.1M
Employees43
Clients0
DateAug 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$33.1M
Employees42
Clients0
DateJul 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$33.1M
Employees41
Clients0
DateMay 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$33.1M
Employees40
Clients0
DateMay 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$33.1M
Employees40
Clients0
DateApr 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$33.1M
Employees40
Clients0
DateApr 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$33.1M
Employees40
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$33.1M
Employees38
Clients0
DateFeb 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$33.1M
Employees39
Clients0
DateJan 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$15M
Employees33
Clients0
DateNov 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$15M
Employees34
Clients0
DateNov 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$15M
Employees35
Clients0
DateOct 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$15M
Employees35
Clients0
DateSep 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$15M
Employees34
Clients0
DateAug 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$15M
Employees33
Clients0
DateAug 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$15M
Employees33
Clients0
DateAug 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$15M
Employees33
Clients0
DateAug 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$15M
Employees33
Clients0
DateJul 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$15M
Employees33
Clients0
DateJul 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$15M
Employees32
Clients0
DateJul 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$15M
Employees32
Clients0
DateJul 2024
Total AUM$825.8M
Discretionary$769.6M
Non-Disc.$56.3M
Employees34
Clients0
DateMay 2024
Total AUM$825.8M
Discretionary$769.6M
Non-Disc.$56.3M
Employees27
Clients0
DateApr 2024
Total AUM$825.8M
Discretionary$769.6M
Non-Disc.$56.3M
Employees28
Clients0
DateApr 2024
Total AUM$825.8M
Discretionary$769.6M
Non-Disc.$56.3M
Employees27
Clients0
DateFeb 2024
Total AUM$825.8M
Discretionary$769.6M
Non-Disc.$56.3M
Employees28
Clients0
DateFeb 2024
Total AUM$825.8M
Discretionary$769.6M
Non-Disc.$56.3M
Employees27
Clients0
DateJan 2024
Total AUM$825.8M
Discretionary$769.6M
Non-Disc.$56.3M
Employees26
Clients0
DateJan 2024
Total AUM$825.8M
Discretionary$769.6M
Non-Disc.$56.3M
Employees26
Clients0
DateJan 2024
Total AUM$673.7M
Discretionary$668.7M
Non-Disc.$5M
Employees26
Clients0
DateJan 2024
Total AUM$673.7M
Discretionary$668.7M
Non-Disc.$5M
Employees27
Clients0
DateNov 2023
Total AUM$673.7M
Discretionary$668.7M
Non-Disc.$5M
Employees27
Clients0
DateOct 2023
Total AUM$673.7M
Discretionary$668.7M
Non-Disc.$5M
Employees27
Clients0
DateSep 2023
Total AUM$673.7M
Discretionary$668.7M
Non-Disc.$5M
Employees27
Clients0
DateSep 2023
Total AUM$673.7M
Discretionary$668.7M
Non-Disc.$5M
Employees27
Clients0
DateSep 2023
Total AUM$673.7M
Discretionary$668.7M
Non-Disc.$5M
Employees27
Clients0
DateAug 2023
Total AUM$673.7M
Discretionary$668.7M
Non-Disc.$5M
Employees27
Clients0
DateJul 2023
Total AUM$609.2M
Discretionary$591.9M
Non-Disc.$17.3M
Employees27
Clients0
DateJul 2023
Total AUM$609.2M
Discretionary$591.9M
Non-Disc.$17.3M
Employees27
Clients0
DateJun 2023
Total AUM$609.2M
Discretionary$591.9M
Non-Disc.$17.3M
Employees27
Clients0
DateJun 2023
Total AUM$609.2M
Discretionary$591.9M
Non-Disc.$17.3M
Employees27
Clients0
DateMay 2023
Total AUM$569M
Discretionary$285.8M
Non-Disc.$283.1M
Employees27
Clients0
DateMar 2023
Total AUM$569M
Discretionary$285.8M
Non-Disc.$283.1M
Employees27
Clients0
DateMar 2023
Total AUM$569M
Discretionary$285.8M
Non-Disc.$283.1M
Employees27
Clients0
DateJan 2023
Total AUM$528.1M
Discretionary$507.4M
Non-Disc.$20.7M
Employees27
Clients0
DateJan 2023
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees27
Clients0
DateJan 2023
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees26
Clients0
DateOct 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees25
Clients0
DateOct 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees24
Clients0
DateSep 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees22
Clients0
DateSep 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees20
Clients0
DateSep 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees21
Clients0
DateAug 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees21
Clients0
DateAug 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees21
Clients0
DateJul 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees21
Clients0
DateJul 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees21
Clients0
DateJun 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees21
Clients0
DateJun 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees21
Clients0
DateMay 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees22
Clients0
DateApr 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees21
Clients0
DateApr 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees21
Clients0
DateApr 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees21
Clients0
DateMar 2022
Total AUM$456.5M
Discretionary$454.1M
Non-Disc.$2.3M
Employees22
Clients0
DateFeb 2022
Total AUM$414.1M
Discretionary$411.4M
Non-Disc.$2.7M
Employees22
Clients59
DateFeb 2022
Total AUM$414.1M
Discretionary$411.4M
Non-Disc.$2.7M
Employees22
Clients59
DateJan 2022
Total AUM$414.1M
Discretionary$411.4M
Non-Disc.$2.7M
Employees22
Clients59
DateNov 2021
Total AUM$414.1M
Discretionary$411.4M
Non-Disc.$2.7M
Employees20
Clients59
DateNov 2021
Total AUM$414.1M
Discretionary$411.4M
Non-Disc.$2.7M
Employees19
Clients59
DateOct 2021
Total AUM$414.1M
Discretionary$411.4M
Non-Disc.$2.7M
Employees19
Clients59
DateSep 2021
Total AUM$414.1M
Discretionary$411.4M
Non-Disc.$2.7M
Employees19
Clients59
DateAug 2021
Total AUM$357.3M
Discretionary$354.7M
Non-Disc.$2.6M
Employees19
Clients59
DateAug 2021
Total AUM$357.3M
Discretionary$354.7M
Non-Disc.$2.6M
Employees18
Clients59
DateJul 2021
Total AUM$357.3M
Discretionary$354.7M
Non-Disc.$2.6M
Employees17
Clients59
DateJun 2021
Total AUM$357.3M
Discretionary$354.7M
Non-Disc.$2.6M
Employees16
Clients59
DateJun 2021
Total AUM$357.3M
Discretionary$354.7M
Non-Disc.$2.6M
Employees16
Clients59
DateJun 2021
Total AUM$357.3M
Discretionary$354.7M
Non-Disc.$2.6M
Employees15
Clients59
DateApr 2021
Total AUM$289.1M
Discretionary$287.5M
Non-Disc.$1.7M
Employees15
Clients59
DateApr 2021
Total AUM$289.1M
Discretionary$287.5M
Non-Disc.$1.7M
Employees15
Clients59
DateApr 2021
Total AUM$289.1M
Discretionary$287.5M
Non-Disc.$1.7M
Employees15
Clients59
DateMar 2021
Total AUM$289.1M
Discretionary$287.5M
Non-Disc.$1.7M
Employees15
Clients59
DateMar 2021
Total AUM$289.1M
Discretionary$287.5M
Non-Disc.$1.7M
Employees15
Clients59
DateMar 2021
Total AUM$224.5M
Discretionary$220.8M
Non-Disc.$3.7M
Employees15
Clients5
DateJan 2021
Total AUM$224.5M
Discretionary$220.8M
Non-Disc.$3.7M
Employees14
Clients5
DateJan 2021
Total AUM$224.5M
Discretionary$220.8M
Non-Disc.$3.7M
Employees13
Clients5
DateJan 2021
Total AUM$224.5M
Discretionary$220.8M
Non-Disc.$3.7M
Employees13
Clients5
DateJul 2020
Total AUM$224.5M
Discretionary$220.8M
Non-Disc.$3.7M
Employees12
Clients5
DateJun 2020
Total AUM$224.5M
Discretionary$220.8M
Non-Disc.$3.7M
Employees12
Clients5
DateJun 2020
Total AUM$202.5M
Discretionary$189.2M
Non-Disc.$13.4M
Employees12
Clients5
DateJun 2020
Total AUM$202.5M
Discretionary$189.2M
Non-Disc.$13.4M
Employees12
Clients5
DateApr 2020
Total AUM$202.5M
Discretionary$189.2M
Non-Disc.$13.4M
Employees12
Clients5
DateApr 2020
Total AUM$202.5M
Discretionary$189.2M
Non-Disc.$13.4M
Employees12
Clients5
DateFeb 2020
Total AUM$202.5M
Discretionary$189.2M
Non-Disc.$13.4M
Employees13
Clients5
DateFeb 2020
Total AUM$202.5M
Discretionary$189.2M
Non-Disc.$13.4M
Employees12
Clients5
DateDec 2019
Total AUM$193.3M
Discretionary$182M
Non-Disc.$11.3M
Employees12
Clients5
DateDec 2019
Total AUM$193.3M
Discretionary$182M
Non-Disc.$11.3M
Employees11
Clients5
DateNov 2019
Total AUM$193.3M
Discretionary$182M
Non-Disc.$11.3M
Employees12
Clients5
DateNov 2019
Total AUM$193.3M
Discretionary$182M
Non-Disc.$11.3M
Employees10
Clients5
DateApr 2019
Total AUM$145.5M
Discretionary$138.2M
Non-Disc.$7.2M
Employees10
Clients5
DateMar 2019
Total AUM$145.5M
Discretionary$138.2M
Non-Disc.$7.2M
Employees10
Clients5
DateFeb 2019
Total AUM$145.5M
Discretionary$138.2M
Non-Disc.$7.2M
Employees9
Clients5
DateFeb 2019
Total AUM$145.5M
Discretionary$138.2M
Non-Disc.$7.2M
Employees9
Clients5
DateJan 2019
Total AUM$166M
Discretionary$160M
Non-Disc.$6M
Employees9
Clients20
DateNov 2018
Total AUM$166M
Discretionary$160M
Non-Disc.$6M
Employees8
Clients20
DateSep 2018
Total AUM$166M
Discretionary$160M
Non-Disc.$6M
Employees8
Clients20
DateJul 2018
Total AUM$132M
Discretionary$127M
Non-Disc.$5M
Employees8
Clients20
DateMay 2018
Total AUM$132M
Discretionary$127M
Non-Disc.$5M
Employees9
Clients20
DateMay 2018
Total AUM$132M
Discretionary$127M
Non-Disc.$5M
Employees9
Clients20
DateMay 2018
Total AUM$132M
Discretionary$127M
Non-Disc.$5M
Employees9
Clients20
DateMay 2018
Total AUM$132M
Discretionary$127M
Non-Disc.$5M
Employees9
Clients20
DateApr 2018
Total AUM$132M
Discretionary$127M
Non-Disc.$5M
Employees9
Clients20
DateMar 2018
Total AUM$132M
Discretionary$127M
Non-Disc.$5M
Employees9
Clients20
DateFeb 2018
Total AUM$132M
Discretionary$127M
Non-Disc.$5M
Employees9
Clients20