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HAMILTON WEALTH, LLC
CRD 289462 · SEC 801-111079
10960 WILSHIRE BLVD, SUITE 820, LOS ANGELES, CA, 90024, United States
Phone
747-208-4300
Fax
818-650-8076
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$697.8M
Discretionary AUM
$681.5M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 268 | $56.4M |
| High net worth individuals | 179 | $631.9M |
| Pension/profit sharing plans | 15 | $3.6M |
| Charitable organizations | 14 | $2.2M |
| Corporations/business entities | 6 | $3.8M |
States served
CA, MI, NV, NY, OH, OR, PA, TN, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD