FHWV FINANCIAL LLC
Firm details
- Headquarters
- LOS ALAMITOS, California
- CRD number
- 146046
- Website
- www.fhwvpartners.com
- Custodians
- CAPITAL GROUP / AMERICAN FUNDS RECORDKEEPER DIRECT, SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Other
- Client types
- Pension & Profit Sharing Plans92.98%
- Individuals3.51%
- HNWI3.5%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Fhwv Financial LLC is a small limited-liability advisory firm that functions as a capital allocator and selector of other advisers. Its client base includes both individual and family clients as well as institutional relationships. The firm charges fees based on a percentage of assets under management along with other fee arrangements. Fhwv Financial is not an active ESG investor, does not operate as a multistate adviser, and does not identify itself as a pension consultant or related adviser. The firm lists an industry affiliation with accounting professionals.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents16%
Contacts
3 of 4Martin Young
Registered RepresentativeCRD 5031460
Minxing Lin
Financial PlannerCRD 8000119
ERNESTO ARAIZA
ManagerCRD 4718421
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOS ALAMITOS, CA
ORANGE
Location
LOS ALAMITOS, CA
Headquartered in LOS ALAMITOS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 11022 Winners Cir
- Time zone
- PT (UTC-8)
- Office locations
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