El Segundo, CA logo

El Segundo, CA Office

Team
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The Wealthgarden F.S. LLC logo

The Wealthgarden F.S. LLC

Team

Firm-wide stats for The Wealthgarden F.S. LLC

Total advisors

5

Across 3 offices

Clients per advisor

47 Typical

Avg AUM per client

$955,325 Typical

HNW client ratio

26% Typical

About

The WealthGarden f.s. LLC provides discretionary and non-discretionary investment management, financial planning, and consulting primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations; the brochure reports roughly $227.6 million in assets under management across about 235 client relationships. The firm also offers estate-planning coordination and standalone consulting and financial planning engagements billed on an hourly basis when not provided as a complimentary service to managed-account clients.

Portfolios are customized to client goals and risk tolerances and typically use diversified allocations across mutual funds, ETFs and, at times, individual securities, with analysis informed by fundamental methods, Modern Portfolio Theory and cyclical analysis; accounts are reviewed at least quarterly and rebalanced within pre-determined ranges. The brochure discloses use of third-party sub-advisors for implementation and includes valuation language that assets are “not adjusted by any margin debit,” indicating the firm may permit borrowing or margin activity in managed accounts when appropriate.

Compared with many peers, the firm combines several uncommon features for a small team: it acts as a sponsor of its own wrap-fee program, operates from five offices, and is affiliated with TaxGarden LLC to offer supplementary tax preparation and accounting services (with partnership interests held by firm principals). It also coordinates estate-document drafting with third-party scriveners and estate attorneys and discloses the potential conflicts of interest that arise from these affiliations.

Based on The Wealthgarden F.S. LLC

Expertise

Roth conversion strategy Charitable giving tax strategies Social Security optimization College savings (529s, UTMA, etc.)

Based on The Wealthgarden F.S. LLC

Location

1730 E. Holly Ave, Suite 838

El Segundo CA 90245

Advisors at this office

3

Advisors at this office

user avatar

Jade E

Series 63, Series 66

El Segundo, CA

The Wealthgarden F.S. LLC

Jade Eagles is a financial advisor at The WealthGarden F.S. LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining The WealthGarden, he worked at Northwest Asset Management and TIAA-CREF. He is co-owner and co-host of Financially Ever After LLC dba Cover Your Assets, a podcast and video series focused on divorce financial planning. The WealthGarden F.S. LLC provides investment management, financial planning, and consulting services primarily for individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $227.6 million in assets. The firm offers customized portfolios utilizing diversified allocations and employs fundamental analysis, Modern Portfolio Theory, and cyclical analysis in portfolio management.

Roth conversion strategy Charitable giving tax strategies Social Security optimization College savings (529s, UTMA, etc.)
user avatar

Wendy T

Series 63, Series 65

El Segundo, CA

The Wealthgarden F.S. LLC

Wendy Turk is a financial advisor at The WealthGarden F.S. LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Gerber Kawasaki, Inc. In addition to her advisory role, she serves on the board of Airport Marina Counseling Services, a mental health organization. The WealthGarden F.S. LLC provides discretionary and non-discretionary investment management, financial planning, and consulting primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers customized portfolios using diversified allocations, employs fundamental and cyclical analysis, and integrates estate-planning coordination alongside tax and accounting services.

Roth conversion strategy Charitable giving tax strategies Social Security optimization College savings (529s, UTMA, etc.)
user avatar

Josephti C

Series 63, Series 65

El Segundo, CA

The Wealthgarden F.S. LLC

Josephti Cruz is a financial advisor with The WealthGarden F.S. LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at several firms including TIAA-CREF, Northwest Asset Management, and currently operates Financial Ever After LLC dba Cover Your Assets, a Certified Divorce Financial Analyst consulting business for analyzing and reporting on divorcing couples’ financial situations. The WealthGarden F.S. LLC provides discretionary and non-discretionary investment management, financial planning, and consulting primarily for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm customizes portfolios based on client goals and risk tolerances, employing diversified allocations and periodic reviews, and offers complementary services including estate-planning coordination and tax preparation through affiliated entities.

Roth conversion strategy Charitable giving tax strategies Social Security optimization College savings (529s, UTMA, etc.)
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