Josephti
Cruz
The Wealthgarden F.S. LLC
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About this Advisor
Josephti Cruz is a financial advisor based in El Segundo, California, working with The Wealthgarden F.S. LLC. Josephti has previously held positions at The Wealthgarden F.S. LLC, Northwest Asset Management, Tiaa-Cref Individual & Institutional Services, LLC, and Tiaa. Josephti has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Josephti is part of The Wealthgarden F.S. LLC, which operates out of El Segundo, California. The firm has 2 offices and 3 employees. The firm manages assets totaling $139.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at The Wealthgarden F.S. LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Wealthgarden F.S. LLC Brokerage Details
$139,180,936
3
464
$299,959
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Josephti Cruz Work History
The Wealthgarden F.S. LLC
Northwest Asset Management
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Disclosures
Please visit the SEC profile of Josephti Cruz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Wealthgarden F.S. LLC
El Segundo, CA
El Segundo, CA
Los Angeles, CA
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