Whitney Light Bania
Investment adviser representative at The Wealthgarden F.S. LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- The Wealthgarden F.S. LLCMay 2026 to now
- Stifel, Nicolaus & Company, IncorporatedJan 2023 to May 2026
- N/aSep 2022 to Jan 2023
- Benefis Health SystemApr 2018 to Sep 2022
- The Bar MethodDec 2009 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4866167
- Firm CRD
- 311927