Fenul Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$892,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
8
50% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$111,500
About
Fenul Wealth Management is an independent, fee-based advisory firm that provides portfolio management and comprehensive financial planning to a small client base that includes private individuals, high-net-worth clients, trusts, and organizational clients such as small businesses and non-profits seeking to invest excess cash. Services include discretionary and non-discretionary management across exchange-listed stocks, mutual funds, ETFs, options, and bonds, and the firm integrates restricted accounts (for example, 401(k) plans) into client portfolios.
The firm employs a mix of fundamental and technical analysis together with quantitative asset-allocation targets, periodic rebalancing, and active trading techniques (including covered option strategies) to implement client objectives, and it monitors accounts regularly to support discretionary trading. Fenul also prepares written comprehensive financial plans, offers annual plan reviews, and notes that it may, in rare instances, recommend private placements or the use of margin following client consultation.
Distinctive aspects of the firm include the principal’s role as sponsor of a private pooled investment vehicle (Fenul Capital Investment LP) and the firm’s disclosure that it will not recommend or sell that affiliated hedge fund to advisory clients to address conflicts of interest. For a solo adviser with sub‑million AUM, the brochure also emphasizes services to institutional-type clients and organizational cash management (including retirement-account considerations), areas less common among similarly sized independent firms.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Active portfolio management
Passive / index investing
Fee options
Comprehensive Financial Plan: $3,500 fixed fee (negotiable); Annual Financial Plan Review: $1,000 fixed fee
Under $150,000 - $150,000: 3% $0 - $250,000: 2.5% $250,001 - $500,000: 2% $500,001 - $750,000: 1.5% $750,001 - $1,000,000: 1% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $4,000,000: 0.65% $4,000,001 - $6,000,000: 0.55% $6,000,001 - $10,000,000: 0.45% Over $10,000,000+: 0.35%
$200 hourly fee for Separate Financial Planning Consultations
Fee-only: Comprehensive Financial Plan: $3,500 fixed fee (negotiable based on complexity); Annual Financial Plan Review: $1,000 fixed fee; Separate Financial Planning Consultations: $200 hourly fee
Main office location
Fenul Wealth Management LLC
10880 Wilshire Blvd, Suite 1101
Los Angeles CA 90024, United States
Number of offices
1
Most active in
Fenul Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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