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MCDONALD HARTMAN WEALTH ADVISORS
MCDONALD HARTMAN FINANCIAL GROUP INC
CRD 316031
1541 OCEAN AVENUE, SUITE 200, SANTA MONICA, CA, 90401, United States
Phone
310-499-2443
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$26.3M
Discretionary AUM
$26.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $5.3M |
| High net worth individuals | 9 | $21.0M |
All web addresses on file
Official SEC filing: View on IAPD