RIA Intelligence

THE WEALTHGARDEN F.S. LLC

CRD #311927 SEC #801-129740 EL SEGUNDO, CA 310-571-8489
SEC Registered
Total AUM
$182.3M
Discretionary
$182.1M
Employees
4
Clients
10
Accounts
588

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 21, 2025
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CRUZ, JOSEPHTI, SOTTOIMANAGING MEMBER/CCOD Control
CRUZ, JOSEPHTI, SOTTOIMANAGING MEMBER/CCOD Control
CRUZ, JOSEPHTI, SOTTOIMANAGING MEMBER/CCOD Control
CRUZ, JOSEPHTI, SOTTOIMANAGING MEMBERD Control
CRUZ, JOSEPHTI, SOTTOIMANAGING MEMBERD Control
CRUZ, JOSEPHTI, SOTTOIMANAGING MEMBERD Control
EAGLES, JADEIMANAGING MEMBERD Control
EAGLES, JADEIMANAGING MEMBERD Control
EAGLES, JADEIMANAGING MEMBERD Control
EAGLES, JADEIMANAGING MEMBER/CCOD Control
EAGLES, JADEIMANAGING MEMBER/CCOD Control
EAGLES, JADEIMANAGING MEMBER/CCOD Control
TURK, WENDY, WANIMEMBER OF LLCC Control
TURK, WENDY, WANIMEMBER OF LLCC Control
TURK, WENDY, WANIMEMBER OF LLCC Control
TURK, WENDY, WANIMEMBER OF LLCC Control
TURK, WENDY, WANIMEMBER OF LLCC Control
TURK, WENDY, WANIMEMBER OF LLCC Control

Registrations

Federal

IA
May 21, 2025 REGISTERED

Notice Filings (3)

CA NY TX

Address

1730 E. HOLLY AVE
SUITE 838
EL SEGUNDO, CA 90245
United States
Phone: 310-571-8489