Garabedian Wealth Management Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,934,261
Clients
72
13% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
72
HighAverage account size
$443,531
About
Garabedian Wealth Management Group is a small, supported independent advisory firm that serves individuals (including high‑net‑worth clients), trusts, pension plans and business clients. It provides comprehensive portfolio management via an LPL Financial platform, financial planning and consulting, pension consulting and a range of specialist planning services such as corporate/tax planning and cost segregation studies.
The firm manages client assets on a discretionary basis using quantitative modeling and periodic reviews, offering a set of model portfolios (Genesis, ETF and a Custom model for larger accounts) and periodic rebalancing. Portfolios are constructed primarily with individual equities and the firm may implement derivatives and options strategies, including covered and uncovered positions, within separately managed accounts.
Compared with many peers, the firm is a wrap fee program sponsor and receives a portion of those wrap fees, which is relatively uncommon for a firm of this size. It also combines advisory activities with broker‑dealer and insurance registrations through LPL Financial—commissionable sales can constitute a significant portion of revenue—and its explicit use of derivatives in managed accounts plus a broad consulting practice (including ERISA pension fiduciary work) make its offerings more complex than typical supported firms.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Concentrated stock management
ESG / Sustainable investing
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Fee options
Financial Planning & Consulting: 1.00% of net worth, not to exceed $15,000
$500,000 - $3 Million: 2.25% $3 Million - $6 Million: 2.00% $6 Million+: 1.75%
Commission-based securities sales by Greg K. Garabedian as registered representative of LPL Financial (up to 50% of revenue)
Financial Planning & Consulting: $500/hour; Pension Consulting: $500/hour
Account minimum: $500,000 Fee-only: Financial Planning & Consulting: $500/hour or 1.00% of net worth, not to exceed $15,000; Pension Consulting: $500/hour or 1.00% of assets under management
Main office location
Garabedian Wealth Management Group
3452 E. Foothill Blvd., Suite 532
Pasadena CA 91107, United States
Number of offices
1
Most active in
Garabedian Wealth Management Group has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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