Joseph Malhas
Private Financial Counseling · Los Angeles, California
Joseph Malhas is a fee-only financial advisor at Private Financial Counseling in Los Angeles, California. Private Financial Counseling reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Private Financial Counseling |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $262.5M across 382 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6443454 |
| Exams passed | Series 63 (2017) · Series 65 (2020) |
| Firm size | 10 employees |
| Disclosures | None reported |
How Joseph's firm compares
- Private Financial Counseling's average account is about $687,000, from its Form ADV (assets managed divided by 382 accounts).
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Questions about Joseph
Is Joseph Malhas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Private Financial Counseling reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Private Financial Counseling, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Malhas based?
Joseph Malhas is based in Los Angeles, California.
Is Joseph Malhas registered with the SEC?
Yes. Joseph Malhas is registered as an investment adviser representative in CA and TX (CRD 6443454), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Financial Counseling manage?
Private Financial Counseling reports $262.5M across 382 accounts in assets under management.
How do I contact Joseph Malhas?
Contact details aren't on file yet. Search for Private Financial Counseling.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Angeles
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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