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Josephti Sotto Cruz

THE WEALTHGARDEN F.S. LLC·EL SEGUNDO, California
Clean recordTHE WEALTHGARDEN F.S. LLC
1730 E. HOLLY AVE, EL SEGUNDO, CA 90245CRD# 4095193Firm CRD# 311927

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Josephti Sotto Cruz · EL SEGUNDO, CA
Registration
CRD #4095193 · THE WEALTHGARDEN F.S. LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Josephti Sotto Cruz is a registered financial advisor based in EL SEGUNDO, California, affiliated with THE WEALTHGARDEN F.S. LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE WEALTHGARDEN F.S. LLC
THE WEALTHGARDEN F.S. LLC
AUM
$139M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at THE WEALTHGARDEN F.S. LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4095193
Firm CRD# 311927
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Josephti Sotto Cruz offer?
Josephti Sotto Cruz specializes in Financial Planning, Investment Management. Contact their office in EL SEGUNDO, California for a consultation.
What are Josephti Sotto Cruz's credentials?
Josephti Sotto Cruz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Josephti Sotto Cruz located?
Josephti Sotto Cruz is based in EL SEGUNDO, California, working with THE WEALTHGARDEN F.S. LLC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does Josephti Sotto Cruz charge for services?
Josephti Sotto Cruz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE WEALTHGARDEN F.S. LLC?
THE WEALTHGARDEN F.S. LLC has approximately 3 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE WEALTHGARDEN F.S. LLC

Wendy Wan Turk
EL SEGUNDO, CA
Jade Eagles
EL SEGUNDO, CA

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