Fallenbaum Cpa & Wealth Management, LLC

Fallenbaum Cpa & Wealth Management, LLC (CRD# 154314) is a financial advisory firm headquartered in Sunrise, FL. They manage $8,878,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $277,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Fallenbaum Cpa & Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald J. Fallenbaum
CRD#: 2599102
10001 West Oakland Park Blvd, Suite #203, Sunrise, FL 33351
93
Wealthminder
score

Donald Fallenbaum (CRD# 2599102) is an Investment Advisor Representative working at Fallenbaum Cpa & Wealth Management, LLC in Sunrise, FL and has over 13 years of experience in the finance industry.

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