Falk Wealth Management

La Jolla, California

active Public RecordCalifornia

Business summary

Falk Wealth Management is a California limited liability company (LLC) located in La Jolla, CA. It was registered with the California Secretary of State on June 1, 2026 (entity number B20260257102). It reports its type of business as FINANCIAL ADVISORY.

Its principal business address is 4250 Executive Sq Ste 700, LA JOLLA, CA 92037. The registered agent is Falk, Peter. The company is member-managed. Its managers and members include Falk, Peter (Chief Executive Officer and Manager).

California LLCs must file a Statement of Information every two years. Falk Wealth Management's most recent Statement of Information (BA20261192396) was filed on June 3, 2026. Its next Statement of Information is due during the filing window ending June 2028.

Frequently asked questions

Is Falk Wealth Management active?

Falk Wealth Management's current status, based on the data provided by the California Secretary of State on August 3, 2026, is active.

When was Falk Wealth Management registered?

Falk Wealth Management was registered with the California Secretary of State on June 1, 2026.

Who is the registered agent for Falk Wealth Management?

The registered agent is Falk, Peter.

Where is Falk Wealth Management located?

Falk Wealth Management's principal business address is 4250 Executive Sq Ste 700, LA JOLLA, CA 92037.

Is Falk Wealth Management in good standing?

Based on the data provided by the California Secretary of State on August 3, 2026, Falk Wealth Management is in good standing — it is in good standing with the Secretary of State and in good standing with the Franchise Tax Board.

When is Falk Wealth Management's next Statement of Information due?

Falk Wealth Management's most recent Statement of Information (BA20261192396) was filed on June 3, 2026. Its next Statement of Information is due during the filing window ending June 2028.

What does Falk Wealth Management do?

Falk Wealth Management reports its type of business to the California Secretary of State as FINANCIAL ADVISORY.

Who runs Falk Wealth Management?

Falk Wealth Management's managers and members include Falk, Peter (Chief Executive Officer and Manager).

Is Falk Wealth Management a legitimate business?

Falk Wealth Management is a registered business entity on file with the California Secretary of State (entity number B20260257102). Based on the data provided by the California Secretary of State on August 3, 2026, its status is active and it is in good standing with the Secretary of State.

Registration details

Business name Falk Wealth Management
Legal name Falk Wealth Management, LLC
Business type Limited Liability Company
LLC management Member-Managed
Filing type Domestic
Jurisdiction California
Formation State CA
Formation date 2026-06-01
Document Number B20260257102
Last SI filing date 2026-06-03
Last SI filing number BA20261192396
Status Active
Type of Business FINANCIAL ADVISORY

Standing

Secretary of State Good Standing
Franchise Tax Board Good Standing
Agent Good Standing
Victims of Corporate Fraud Fund Good Standing

Contact Information

4250 Executive Sq Ste 700, LA JOLLA, CA 92037

Principals

  • Falk, Peter
    • Roles
      • Chief Executive Officer
      • Manager
    • Addresses
      • 4250 Executive Sq # 700, LA JOLLA, CA 92037
      • 4250 Executive Sq Ste 700, LA JOLLA, CA 92037

Registered agent

  • Falk, Peter
    • Roles
      • Individual Agent
Reflects California Secretary of State public records, updated through August 3, 2026.

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