Overview
Assets Under Management: $554 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 160
Average Client Assets: $3 million
Frequently Asked Questions
HAMILTON WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289462), HAMILTON WEALTH, LLC is subject to fiduciary duty under federal law.
HAMILTON WEALTH, LLC is headquartered in LOS ANGELES, CA.
HAMILTON WEALTH, LLC serves 160 high-net-worth clients according to their SEC filing dated May 07, 2025. View client details ↓
According to their SEC Form ADV, HAMILTON WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
HAMILTON WEALTH, LLC manages $554 million in client assets according to their SEC filing dated May 07, 2025.
According to their SEC Form ADV, HAMILTON WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 160
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 860
Discretionary Accounts: 857
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 289462
Filing ID: 1987858
Last Filing Date: 2025-05-07 16:21:00
Website: https://hamiltonwealthco.com