← Back to searchVisit website
HCR WEALTH ADVISORS
CRD 108676 · SEC 801-56452
10866 WILSHIRE BLVD., SUITE 1600, LOS ANGELES, CA, 90024, United States
Phone
310-473-5445
Fax
310-473-5775
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.96B
Discretionary AUM
$1.96B
Team
20 total employees; 9 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 517 | $146.4M |
| High net worth individuals | 420 | $1.80B |
| Pooled investment vehicles | 1 | $2.3M |
States served
AZ, CA, CO, IL, LA, MD, NV, NY, OH, OR, PA, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD