HAMILTON WEALTH, LLC
Latest filing: May 07, 2025 (51 days ago)
AUM
$553,713,239
23% change vs. 1 year ago
91% change vs. 3 years ago
127% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
4
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
LOS ANGELES, CA
10960 WILSHIRE BLVD, LOS ANGELES, CA, UNITED STATES, 90024
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.6 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 380 | $0.1 |
| Average Individual AUM | $275,900 | |
| HNW | 160 | $0.4 |
| Average HNW AUM | $2,781,915 | |
| Retail Total | 540 | $0.5 |
| Average Retail AUM | $1,018,423 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.6 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 71% | $0.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 18% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| HAMILTON INVESTMENT GROUP, INC. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| VALENTINO FEHLMANN | ENCINO | CA | S66|2004-10-16 | CERTIFIED FINANCIAL PLANNER | |||||
| GEORGE HAMILTON | ENCINO | CA | S63|1992-12-03|S65|2002-09-13 | ||||||
| GERALD NEWMAN | ENCINO | CA | S66|2005-12-07 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.6 | $0.0 | 0% | 4 | 0 | 0% |
| 2025-04-21 | $0.6 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $0.5 | $0.1 | 23% | 4 | 0 | 0% |
| 2023-04-04 | $0.4 | $0.2 | 50% | 5 | -1 | -20% |
| 2022-04-01 | $0.3 | $0.3 | 91% | 4 | 0 | 0% |
| 2021-04-05 | $0.3 | $0.3 | 91% | 4 | 0 | 0% |
| 2020-04-01 | $0.2 | $0.3 | 127% | 4 | 0 | 0% |
| 2019-04-01 | $0.2 | $0.4 | 261% | 3 | 1 | 33% |
| 2018-04-02 | $0.2 | $0.4 | 254% | 3 | 1 | 33% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-09/07/2017, FL-09/07/2017, MI-10/19/2018, NH-03/27/2025, NV-10/19/2018, NY-02/20/2019, OH-03/02/2020, OR-03/20/2023, PA-03/20/2023, TN-09/07/2017, TX-03/08/2021, VA-03/27/2025, WA-03/20/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV