Josephti Sotto Cruz
Investment adviser representative at The Wealthgarden F.S. LLC
14 yearsExperience
2 statesRegistered in
$227.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Financial Ever After LLC dba Cover Your AssetsAug 2024 to now
- The Wealthgarden F.S. LLCJan 2021 to now
- Northwest Asset ManagementNov 2020 to Mar 2021
- TIAASep 2012 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCSep 2012 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
The Wealthgarden F.S. LLC
$227.6MAssets managed
236Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4095193
- Firm CRD
- 311927