W.l. Faith Investment Management, LLC

W.l. Faith Investment Management, LLC (CRD# 172720) is a financial advisory firm headquartered in Laguna Niguel, CA. They manage $5,000,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $138,889
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at W.l. Faith Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William L. Faith
CRD#: 5963208
28202 Cabot Road, Suite 300, Laguna Niguel, CA 92677
90
Wealthminder
score

William Faith (CRD# 5963208) is an Investment Advisor Representative working at W.l. Faith Investment Management, LLC in Laguna Niguel, CA and has over 6 years of experience in the finance industry.

2
Joshua M. Cobb
CRD#: 6540486
30290 Rancho Viejo Road, Suite 103, San Juan Capistrano, CA 92675
75
Wealthminder
score

Joshua Cobb (CRD# 6540486) is an Investment Advisor Representative working at W.l. Faith Investment Management, LLC in San Juan Capistrano, CA and has 1 year of experience in the finance industry.

3
Amy M. Semmens
CRD#: 6540512
30290 Rancho Viejo Road, #103, San Juan Capistrano, CA 92675
75
Wealthminder
score

Amy Semmens (CRD# 6540512) is an Investment Advisor Representative working at W.l. Faith Investment Management, LLC in San Juan Capistrano, CA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.