Falcon Wealth Holding Co.
OwnerFalcon Wealth Planning, Inc.
About Falcon Wealth Holding Co.
Falcon Wealth Holding Co. is listed as Owner at Falcon Wealth Planning, Inc. in Ontario, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Falcon Wealth Planning, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Falcon Wealth Holding Co. work?
Falcon Wealth Holding Co. is listed as Owner at Falcon Wealth Planning, Inc. on SEC Form ADV.
How much of Falcon Wealth Planning, Inc. does Falcon Wealth Holding Co. own?
Form ADV reports a beneficial ownership band of Over 75%.
Falcon Wealth Planning, Inc.
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |