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Building 2HAMILTON WEALTH, LLC

Map pinLOS ANGELES, CA
Phone747-208-4300
NotebookSEC #801-111079
Total AUM
$697.8M
Employees
4
Clients
482

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10960 WILSHIRE BLVD
SUITE 820
LOS ANGELES
CA 90024
United States
Operating Hours
7:30AM - 5:00PM
Monday - Friday
Phone
747-208-4300

ReceiptFinancials

Total AUM
$697.8M
Accounts
1,033
Discretionary
$681.5M
Accounts
1,030
Non-Discretionary
$16.3M
Accounts
3

ContactClients

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Individual Clients
268
AUM
$56.4M
HNW Individual Clients
179
AUM
$631.9M
Pension/Profit Sharing Plan Clients
15
AUM
$3.6M
Charitable Organization Clients
14
AUM
$2.2M
Corporation or Business Clients
6
AUM
$3.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMINHNVNYOHORPATNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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