Active
FALCON WEALTH PLANNING, INC.
Investment Advice|ONTARIO, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1.2B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.1B |
| Non-Discretionary | 33.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 174092 |
| SEC Number | 801-112659 |
| Street Address | 3400 INLAND EMPIRE BLVD. |
| Street Address 2 | SUITE 100 |
| Location | ONTARIO, CA 91764 |
| Country | United States |
| Phone | 855-963-2526 |
| Fax | 844-822-4127 |
| Total Employees | 40 |
Client Count by Type (1,345 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 996 |
| High Net Worth Individual… | 332 |
| Corporations/Businesses | 10 |
| Pension/Profit Sharing Pl… | 7 |
Community Partners
CITY OF ADELANTO
CITY OF BARSTOW
CITY OF BIG BEAR LAKE
CITY OF CHINO
CITY OF CHINO HILLS
CITY OF COLTON
CITY OF FONTANA
CITY OF GRAND TERRACE
CITY OF HESPERIA
CITY OF HIGHLAND
CITY OF LOMA LINDA
CITY OF MONTCLAIR
CITY OF NEEDLES
CITY OF ONTARIO
CITY OF RANCHO CUCAMONGA
CITY OF RIALTO
CITY OF SAN BERNARDINO
CITY OF TWENTYNINE PALMS
CITY OF UPLAND
CITY OF VICTORVILLE
CITY OF ADELANTO
CITY OF BARSTOW
CITY OF BIG BEAR LAKE
CITY OF CHINO
CITY OF CHINO HILLS
CITY OF COLTON
CITY OF FONTANA
CITY OF GRAND TERRACE
CITY OF HESPERIA
CITY OF HIGHLAND
CITY OF LOMA LINDA
CITY OF MONTCLAIR
CITY OF NEEDLES
CITY OF ONTARIO
CITY OF RANCHO CUCAMONGA
CITY OF RIALTO
CITY OF SAN BERNARDINO
CITY OF TWENTYNINE PALMS
CITY OF UPLAND
CITY OF VICTORVILLE
CITY OF ADELANTO
CITY OF BARSTOW
CITY OF BIG BEAR LAKE
CITY OF CHINO
CITY OF CHINO HILLS
CITY OF COLTON
CITY OF FONTANA
CITY OF GRAND TERRACE
CITY OF HESPERIA
CITY OF HIGHLAND
CITY OF LOMA LINDA
CITY OF MONTCLAIR
CITY OF NEEDLES
CITY OF ONTARIO
CITY OF RANCHO CUCAMONGA
CITY OF RIALTO
CITY OF SAN BERNARDINO
CITY OF TWENTYNINE PALMS
CITY OF UPLAND
CITY OF VICTORVILLE
Municipal Government
24 Active
24
Organizations
ADELANTO PUBLIC UTILITY AUTHORITY
APPLE VALLEY FIRE PROTECTION DISTRICT
APPLE VALLEY FOOTHILL COUNTY WATER DIST
APPLE VALLEY HEIGHTS COUNTY WATER DIST
AQUA MANSA INDUSTRIAL GROWTH ASSOCIATION
ARROWBEAR PARK COUNTY WATER DISTRICT
BAKER COMMUNITY SERVICES DISTRICT
BARSTOW CEMETERY DISTRICT
BARSTOW FIRE PROTECTION DISTRICT
BARSTOW HEIGHTS COMMUNITY SERVICES DISTRICT
BEAR VALLEY BASIN GROUNDWATER SUSTAINABILITY AGENCY
BEAR VALLEY CMNTY HEALTHCARE
BEAR VALLEY COMMUNITY HEALTHCARE DISTRICT
BIG BEAR AIRPORT DISTRICT
BIG BEAR AREA REGIONAL WASTEWATER AGENCY
BIG BEAR CITY COMMUNITY SERVICES DISTRICT
BIG BEAR FIRE AUTHORITY
BIG BEAR MUNICIPAL WATER DISTRICT
BIGHORN-DESERT VIEW WATER AGENCY
BIG RIVER COMMUNITY SERVICES DISTRICT
ADELANTO PUBLIC UTILITY AUTHORITY
APPLE VALLEY FIRE PROTECTION DISTRICT
APPLE VALLEY FOOTHILL COUNTY WATER DIST
APPLE VALLEY HEIGHTS COUNTY WATER DIST
AQUA MANSA INDUSTRIAL GROWTH ASSOCIATION
ARROWBEAR PARK COUNTY WATER DISTRICT
BAKER COMMUNITY SERVICES DISTRICT
BARSTOW CEMETERY DISTRICT
BARSTOW FIRE PROTECTION DISTRICT
BARSTOW HEIGHTS COMMUNITY SERVICES DISTRICT
BEAR VALLEY BASIN GROUNDWATER SUSTAINABILITY AGENCY
BEAR VALLEY CMNTY HEALTHCARE
BEAR VALLEY COMMUNITY HEALTHCARE DISTRICT
BIG BEAR AIRPORT DISTRICT
BIG BEAR AREA REGIONAL WASTEWATER AGENCY
BIG BEAR CITY COMMUNITY SERVICES DISTRICT
BIG BEAR FIRE AUTHORITY
BIG BEAR MUNICIPAL WATER DISTRICT
BIGHORN-DESERT VIEW WATER AGENCY
BIG RIVER COMMUNITY SERVICES DISTRICT
ADELANTO PUBLIC UTILITY AUTHORITY
APPLE VALLEY FIRE PROTECTION DISTRICT
APPLE VALLEY FOOTHILL COUNTY WATER DIST
APPLE VALLEY HEIGHTS COUNTY WATER DIST
AQUA MANSA INDUSTRIAL GROWTH ASSOCIATION
ARROWBEAR PARK COUNTY WATER DISTRICT
BAKER COMMUNITY SERVICES DISTRICT
BARSTOW CEMETERY DISTRICT
BARSTOW FIRE PROTECTION DISTRICT
BARSTOW HEIGHTS COMMUNITY SERVICES DISTRICT
BEAR VALLEY BASIN GROUNDWATER SUSTAINABILITY AGENCY
BEAR VALLEY CMNTY HEALTHCARE
BEAR VALLEY COMMUNITY HEALTHCARE DISTRICT
BIG BEAR AIRPORT DISTRICT
BIG BEAR AREA REGIONAL WASTEWATER AGENCY
BIG BEAR CITY COMMUNITY SERVICES DISTRICT
BIG BEAR FIRE AUTHORITY
BIG BEAR MUNICIPAL WATER DISTRICT
BIGHORN-DESERT VIEW WATER AGENCY
BIG RIVER COMMUNITY SERVICES DISTRICT
Special District
126 Active
126
Organizations
ADELANTO ELEM SCH DIST
ALTA LOMA ELEM SCH DIST
APPLE VALLEY UNIF SCH DIST
BAKER VALLEY UNIF SCH DIST
BARSTOW COMMUNITY COLLEGE DISTRICT
BARSTOW UNIFIED SCH DIST
BEAR VALLEY UNIF SCHOOL DIST
Central Elementary School District
CENTRAL SCHOOL DIST
CHAFFEY COMMUNITY COLLEGE DISTRICT
CHAFFEY UNION HIGH SCHOOL DIST
CHINO UNIFIED SCHOOL DISTRICT
COLTON JOINT UNIFIED SCHOOL DISTRICT
COLTON REDLANDS YUCAIPA REGIONAL OCCUPATIONAL PROGRAM
COPPER MOUNTAIN COMMUNITY COLLEGE DISTRICT
CUCAMONGA SCHOOL DIST
ETIWANDA ELEM SCH DIST
FONTANA UNIFIED SCH DIST
HELENDALE ELEM SCH DIST
HESPERIA UNIF SCHOOL DISTRICT
ADELANTO ELEM SCH DIST
ALTA LOMA ELEM SCH DIST
APPLE VALLEY UNIF SCH DIST
BAKER VALLEY UNIF SCH DIST
BARSTOW COMMUNITY COLLEGE DISTRICT
BARSTOW UNIFIED SCH DIST
BEAR VALLEY UNIF SCHOOL DIST
Central Elementary School District
CENTRAL SCHOOL DIST
CHAFFEY COMMUNITY COLLEGE DISTRICT
CHAFFEY UNION HIGH SCHOOL DIST
CHINO UNIFIED SCHOOL DISTRICT
COLTON JOINT UNIFIED SCHOOL DISTRICT
COLTON REDLANDS YUCAIPA REGIONAL OCCUPATIONAL PROGRAM
COPPER MOUNTAIN COMMUNITY COLLEGE DISTRICT
CUCAMONGA SCHOOL DIST
ETIWANDA ELEM SCH DIST
FONTANA UNIFIED SCH DIST
HELENDALE ELEM SCH DIST
HESPERIA UNIF SCHOOL DISTRICT
ADELANTO ELEM SCH DIST
ALTA LOMA ELEM SCH DIST
APPLE VALLEY UNIF SCH DIST
BAKER VALLEY UNIF SCH DIST
BARSTOW COMMUNITY COLLEGE DISTRICT
BARSTOW UNIFIED SCH DIST
BEAR VALLEY UNIF SCHOOL DIST
Central Elementary School District
CENTRAL SCHOOL DIST
CHAFFEY COMMUNITY COLLEGE DISTRICT
CHAFFEY UNION HIGH SCHOOL DIST
CHINO UNIFIED SCHOOL DISTRICT
COLTON JOINT UNIFIED SCHOOL DISTRICT
COLTON REDLANDS YUCAIPA REGIONAL OCCUPATIONAL PROGRAM
COPPER MOUNTAIN COMMUNITY COLLEGE DISTRICT
CUCAMONGA SCHOOL DIST
ETIWANDA ELEM SCH DIST
FONTANA UNIFIED SCH DIST
HELENDALE ELEM SCH DIST
HESPERIA UNIF SCHOOL DISTRICT
School District
49 Active
49
Organizations
100 BLACK MEN OF THE INLAND EMPIRE INC
1111 THE GATEWAY TO HEAVEN
111 ENTERPRISES INCORPORATED
128CM FOUNDATION
15118 MUSIC MINISTRY
1570 FC
1 GHANA PROJECT
1MORCHANCE
1ST VALLEY CREDIT UNION
2020 VISION YOUTH
2068 W 11TH STREET BUSINESS PARK OWNERS ASSOCIATIO
22QTIES UNITE
23 5 INCORPORATED
28676351 ENDLESS OPPORTUNITIES TOASTMASTERS
299 CHINO AUXILIARY
29 FOUNDATION INC
29 PALMS ANIMAL FRIENDS INC
29 PALMS FOOD FOR LIFE MINISTRY
29 PALMS MAGIC SPORTS
29 PALMS PISTOL & RIFLE CLUB
100 BLACK MEN OF THE INLAND EMPIRE INC
1111 THE GATEWAY TO HEAVEN
111 ENTERPRISES INCORPORATED
128CM FOUNDATION
15118 MUSIC MINISTRY
1570 FC
1 GHANA PROJECT
1MORCHANCE
1ST VALLEY CREDIT UNION
2020 VISION YOUTH
2068 W 11TH STREET BUSINESS PARK OWNERS ASSOCIATIO
22QTIES UNITE
23 5 INCORPORATED
28676351 ENDLESS OPPORTUNITIES TOASTMASTERS
299 CHINO AUXILIARY
29 FOUNDATION INC
29 PALMS ANIMAL FRIENDS INC
29 PALMS FOOD FOR LIFE MINISTRY
29 PALMS MAGIC SPORTS
29 PALMS PISTOL & RIFLE CLUB
100 BLACK MEN OF THE INLAND EMPIRE INC
1111 THE GATEWAY TO HEAVEN
111 ENTERPRISES INCORPORATED
128CM FOUNDATION
15118 MUSIC MINISTRY
1570 FC
1 GHANA PROJECT
1MORCHANCE
1ST VALLEY CREDIT UNION
2020 VISION YOUTH
2068 W 11TH STREET BUSINESS PARK OWNERS ASSOCIATIO
22QTIES UNITE
23 5 INCORPORATED
28676351 ENDLESS OPPORTUNITIES TOASTMASTERS
299 CHINO AUXILIARY
29 FOUNDATION INC
29 PALMS ANIMAL FRIENDS INC
29 PALMS FOOD FOR LIFE MINISTRY
29 PALMS MAGIC SPORTS
29 PALMS PISTOL & RIFLE CLUB
Nonprofit Organization
7247 Active
7247
Organizations
Community Partners173 organizations
APPLE VALLEY FIRE PROTECTION DISTRICT
Special District·APPLE VALLEY
APPLE VALLEY FOOTHILL COUNTY WATER DIST
Special District·APPLE VALLEY
APPLE VALLEY HEIGHTS COUNTY WATER DIST
Special District·APPLE VALLEY
AQUA MANSA INDUSTRIAL GROWTH ASSOCIATION
Special District·SAN BERNARDINO
BAKER COMMUNITY SERVICES DISTRICT
Special District·BAKER
BARSTOW CEMETERY DISTRICT
Special District·BARSTOW
BARSTOW HEIGHTS COMMUNITY SERVICES DISTRICT
Special District·BARSTOW
BEAR VALLEY CMNTY HEALTHCARE
Special District·BIG BEAR LAKE
BIG BEAR AIRPORT DISTRICT
Special District·BIG BEAR CITY
BIG BEAR AREA REGIONAL WASTEWATER AGENCY
Special District·BIG BEAR CITY
BIG BEAR FIRE AUTHORITY
Special District·BIG BEAR LAKE
BIG RIVER COMMUNITY SERVICES DISTRICT
Special District·BIG RIVER
CALIFORNIA HOUSING OPPORTUNITIES AGENCY
Special District·RANCHO CUCAMONGA
California Municipal Finance Authority CFD No 2022-28
Special District
California Municipal Finance Authority CFD No 2023-11
Special District
CHINO BASIN DESALTER AUTHORITY
Special District·ONTARIO
CHINO BASIN WATER BANK PLANNING AUTHORITY
Special District·RANCHO CUCAMONGA
CHINO BASIN WATER CONSERVATION DISTRICT
Special District·MONTCLAIR
CHINO VALLEY INDEPENDENT FIRE DISTRICT
Special District·CHINO HILLS
COLTON-SAN BERNARDINO REGIONAL TERTIARY TRTMNT & WATER REC AUTH
Special District·SAN BERNARDINO
COMMUNITY DEVELOPMENT AND HOUSING DEPARTMENT
Special District·SAN BERNARDINO
CONSOLIDATED FIRE AGENCIES
Special District·RIALTO
CRESTLINE-LAKE ARROWHEAD WATER AGENCY
Special District·CRESTLINE
CRESTLINE SANITATION DISTRICT
Special District·CRESTLINE
CRESTLINE VILLAGE WATER DISTRICT
Special District·CRESTLINE
DAGGETT COMMUNITY SERVICES DISTRICT
Special District·DAGGETT
EAST VALLEY WATER DISTRICT
Special District·HIGHLAND
HI-DESERT MEMORIAL HEALTH CARE DISTRICT
Special District·YUCCA VALLEY
HI-DESERT WATER DISTRICT
Special District·YUCCA VALLEY
INLAND EMPIRE HEALTH PLAN
Special District·RANCHO CUCAMONGA
Central Elementary School District
School District
MOJAVE RIVER ACADEMY
School District·PHELAN
MOJAVE RIVER ACADEMY - GOLD CANYON
School District·FONTANA
MOJAVE RIVER ACADEMY - NATIONAL TRAILS
School District·COLTON
MOJAVE RIVER ACADEMY SCHOOL- SILVER MOUNTAIN
School District·BARSTOW
MOJAVE RIVER ACADEMY SCHOOLS - ROCKVIEW PARK
School District·HESPERIA
POWER TREE SERVICE
School District·VICTORVILLE
RIVERSIDE PREPARATORY SCHOOL
School District·ORO GRANDE
SAN BERNARDINO COMMUNITY COLLEGE DISTRICT
School District·SAN BERNARDINO
100 BLACK MEN OF THE INLAND EMPIRE INC
Nonprofit Organization·RANCHO CUCAMONGA
1111 THE GATEWAY TO HEAVEN
Nonprofit Organization·RANCHO CUCAMONGA
111 ENTERPRISES INCORPORATED
Nonprofit Organization·Hesperia
128CM FOUNDATION
Nonprofit Organization·SAN BERNARDINO
15118 MUSIC MINISTRY
Nonprofit Organization·SAN BERNARDINO
1570 FC
Nonprofit Organization·Rancho Cucamonga
1 GHANA PROJECT
Nonprofit Organization·Rancho Cucamonga
1MORCHANCE
Nonprofit Organization·Fontana
1ST VALLEY CREDIT UNION
Nonprofit Organization·SAN BERNARDINO
2020 VISION YOUTH
Nonprofit Organization·SAN BERNARDINO
2068 W 11TH STREET BUSINESS PARK OWNERS ASSOCIATIO
Nonprofit Organization·UPLAND
22QTIES UNITE
Nonprofit Organization·Fontana
23 5 INCORPORATED
Nonprofit Organization·Redlands
28676351 ENDLESS OPPORTUNITIES TOASTMASTERS
Nonprofit Organization·Yucaipa
299 CHINO AUXILIARY
Nonprofit Organization·Chino
29 FOUNDATION INC
Nonprofit Organization·Twentynine Palms
29 PALMS ANIMAL FRIENDS INC
Nonprofit Organization·Twentynine Palms
29 PALMS FOOD FOR LIFE MINISTRY
Nonprofit Organization·TWENTYNINE PALMS
29 PALMS MAGIC SPORTS
Nonprofit Organization·Twentynine Palms
29 PALMS PISTOL & RIFLE CLUB
Nonprofit Organization·Twentynine Palms
29 PALMS PRIDE SOFTBALL
Nonprofit Organization·Twentynine Palms
2 LIVVV
Nonprofit Organization·RANCHO CUCAMONGA
2ND CHANCE CHARITIES INC
Nonprofit Organization·San Bernardino
2ND CHANCE KIDS
Nonprofit Organization·Colton
2 TOUCH SPORTS MINISTRIES
Nonprofit Organization·Fontana
360 COMMUNITY THRIFT
Nonprofit Organization·CHINO
39 FOUNDATION INC
Nonprofit Organization·Rancho Cucamonga
3E DRUGS AND ALCOHOL ABUSE SERVICES INC
Nonprofit Organization·Rancho cucamonga
3 HEARTS FARM ANIMAL RESCUE
Nonprofit Organization·HESPERIA
3J SUNSHINE VILLAS
Nonprofit Organization·Chino
3 Way Thrift Store Inc
Nonprofit Organization·Chino
403BWISE INC
Nonprofit Organization·REDLANDS
4052102 VINEY 29 IB 200609
Nonprofit Organization·ETIWANDA
474TH FIGHTER GROUP ASSOCIATION WWII
Nonprofit Organization·Upland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Bernardino