THE Wealthgarden F.s. LLC
SEC RegisteredWhere Your Financial Goals Take Root & Your Future Grows with Expert Care
About the firm
The WealthGarden is a boutique, independent fiduciary firm that takes a hands-on approach to growing clients' financial well-being. They work intentionally with a select group of clients to provide personalized guidance that fits their goals, family, and values, offering financial support that is independent and transparent.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and personalized guidance, acting as fiduciaries to provide independent, transparent financial support aligned with clients' goals across every phase of their financial life.
Who they serve
A select group of clients seeking personalized financial guidance, including individuals, families, and women seeking empowerment in managing their financial lives.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $500,000 | 1.50% |
| $500,001 - $1,000,000 | 1.25% |
| $1,000,001 - $5,000,000 | 1.00% |
| $5,000,001+ | 0.80% |
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE Wealthgarden F.s. LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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