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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE WEALTHGARDEN F.S. LLC

CRD 311927

EL SEGUNDO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b4976eb0-1cbb-adea-ba13-7d0b7f1298c1

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Feb 21, 2024 to Mar 9, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $228MItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $227M
Private client RAUM: $225MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $45.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 633
Individual clients: 174
High net worth clients: 61
Custody, client assets: $32.6M
SEC number: 801-129740
CRD: 311927
Filings on the tape: 7
First filed: Feb 21, 2024
Latest filed: Mar 9, 2026
Organised: Limited Liability Company, CA
Website: thewealthgardenfs.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPHTI SOTTO CRUZ	n/a	EL SEGUNDO, CA \| Hawthorne, CA	5	26	4	no
JADE EAGLES	n/a	EL SEGUNDO, CA \| Hawthorne, CA	5	14	2	no
WENDY WAN TURK	n/a	EL SEGUNDO, CA \| Los Angeles, CA	3	15	1	no
Justin Ragatz	n/a	San Diego, CA \| EL SEGUNDO, CA	0	12	n/a	no
Whitney Light Bania	n/a	Fresno, CA \| EL SEGUNDO, CA	0	21	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CRUZ, JOSEPHTI, SOTTO	MANAGING MEMBER	D	yes	12/2020	Feb 21, 2024	May 17, 2024
EAGLES, JADE	MANAGING MEMBER/CCO	D	yes	12/2020	Feb 21, 2024	May 17, 2024
TURK, WENDY, WAN	MEMBER OF LLC	C	yes	08/2023	Feb 21, 2024	May 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JADE EAGLE	n/a	n/a	n/a	Y	yes	n/a
JADE EAGLES	n/a	n/a	n/a	Y	yes	n/a
JOSEPHTI CRUZ	n/a	n/a	n/a	Y	yes	n/a
JOSEPHTI SOTTO CRUZ	n/a	n/a	n/a	Y	yes	n/a
WENDY WAN TURK	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$228M	$227M	5	4	4	n/a	n/a
2024	Mar 24, 2025	$182M	$182M	4	3	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	20.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$228M	$182M	24.8%	n/a	n/a	5	4	4	4

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NORTHWEST ASSET MANAGEMENT	2	Jun 30, 2021	Mar 4, 2021	MERCER ISLAND, WA	Team lift out	RIA to RIA	4.7%

Relationships

Registered with (6)

← Whitney Light BaniaAdvisorregistration: current employment
Jun 1, 2026 to presentfactForm ADV
← Justin RagatzAdvisorregistration: current employment
Dec 5, 2025 to presentfactForm ADV
← WENDY WAN TURKAdvisorregistration: current employment
Sep 1, 2023 to presentfactForm ADV
← JOSEPHTI SOTTO CRUZAdvisorregistration: current employment
Mar 4, 2021 to presentfactForm ADV
← JADE EAGLESAdvisorregistration: current employment
Mar 4, 2021 to presentfactForm ADV
← John ClearyAdvisorregistration: previous registration
Sep 3, 2025 to Oct 13, 2025factForm ADV

Controls (3)

← CRUZ, JOSEPHTI, SOTTOOwnerMANAGING MEMBER, ownership code D, individual
Feb 21, 2024 to May 17, 2024factForm ADV
← TURK, WENDY, WANOwnerMEMBER OF LLC, ownership code C, individual
Feb 21, 2024 to May 17, 2024factForm ADV
← EAGLES, JADEOwnerMANAGING MEMBER/CCO, ownership code D, individual
Feb 21, 2024 to May 17, 2024factForm ADV

Dated events

Occurred
Oct 13, 2025
Advisor changed firm
John Cleary left The Wealthgarden F.S. Llc for Madison Partners (registered 2026-02-11)
Form ADVobserved 5 days ago
Occurred
Feb 21, 2024
First Form ADV filing
The Wealthgarden F.S. Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b4976eb0-1cbb-adea-ba13-7d0b7f1298c1
First observed: Feb 21, 2024
Last observed: Mar 9, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE WEALTHGARDEN F.S. LLC

CRD 311927

EL SEGUNDO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b4976eb0-1cbb-adea-ba13-7d0b7f1298c1

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:58 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPHTI SOTTO CRUZ

n/a

EL SEGUNDO, CA | Hawthorne, CA

JADE EAGLES

n/a

EL SEGUNDO, CA | Hawthorne, CA

WENDY WAN TURK

n/a

EL SEGUNDO, CA | Los Angeles, CA

Justin Ragatz

n/a

San Diego, CA | EL SEGUNDO, CA

n/a

Whitney Light Bania

n/a

Fresno, CA | EL SEGUNDO, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CRUZ, JOSEPHTI, SOTTO

MANAGING MEMBER

yes

12/2020

Feb 21, 2024

May 17, 2024

EAGLES, JADE

MANAGING MEMBER/CCO

yes

12/2020

Feb 21, 2024

May 17, 2024

TURK, WENDY, WAN

MEMBER OF LLC

yes

08/2023

Feb 21, 2024

May 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JADE EAGLE

n/a

yes

n/a

JADE EAGLES

n/a

yes

n/a

JOSEPHTI CRUZ

n/a

yes

n/a

JOSEPHTI SOTTO CRUZ

n/a

yes

n/a

WENDY WAN TURK

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$228M

$227M

n/a

2024

Mar 24, 2025

$182M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$228M

$182M

24.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NORTHWEST ASSET MANAGEMENT

Jun 30, 2021

Mar 4, 2021

MERCER ISLAND, WA

Team lift out

RIA to RIA

4.7%