The Wealthgarden F.S. Llc
- Regulatory AUM
- $228M
- Discretionary
- $227M
- Clients
- 236
- Avg AUM / client
- $964K
- Accounts
- 633
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 174 | $139M | 61.1% |
| High net worth individuals | 61 | $85.5M | 37.6% |
| Charitable organizations | 1 | $3.1M | 1.36% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jade Eagles | Managing Member/Cco | Dec 2020 (6y) | 50% – 75% | |
| Josephti Sotto Cruz | Managing Member | Dec 2020 (6y) | 50% – 75% | |
| Wendy Wan Turk | Member Of Llc | Aug 2023 (3y) | 25% – 50% | |
| Justin Ragatz | Registered representative | Dec 2025 (1y) | ||
| Whitney Light Bania | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $126M (55% of AUM) Mar 2026
- Charles Schwab & Co. $101M (44% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗