# Falcon Wealth Managers

Falcon Wealth Managers is a Multi Family Office based in Philadelphia suburbs.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Philadelphia suburbs
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://falconwealthmanagers.com
- **LinkedIn:** https://www.linkedin.com/company/falcon-wealth-managers-llc

## Regulatory record

- **CRD number:** 298692
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298692

## About

Falcon Wealth Managers liberates professionals and retirees from their financial uncertainties and enables them to focus on themselves, their careers, and their families. The firm provides clarity and guidance by helping families overcome unique financial, tax, and retirement planning challenges. It delivers targeted and integrated tax and retirement advice, with a focus on professionals and new retirees.

## Sectors

- Professionals and new retirees

## People

- Bob Falcon — President and Founder

## Questions

### Who runs investment decisions at Falcon Wealth Managers?

No named principals or investment committee members have been publicly disclosed by Falcon Wealth Managers. The firm's leadership and decision-making structure are not available in public records.

## Related profiles

- [Envision Wealth Planning Inc.](https://altss.com/profile/envision-wealth-planning-inc)
- [Corners Financial Planning](https://altss.com/profile/corners-financial-planning-llc)

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Last updated: 2026-08-11T15:06:42.396Z

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