FHWV FINANCIAL LLC

RIASEC Registered
Total AUM
$14.8M
Discretionary
$0
0% of AUM
Avg account
$549K
Accounts
27
Employees
4
Advisory reps
4

Firm details

Headquarters
LOS ALAMITOS, California
CRD number
146046
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Cash & Cash Equivalents 16%84%
  • Public Funds/Mutual Funds84%
  • Cash & Cash Equivalents16%

Contacts

3 of 4
  • Martin Young

    Registered RepresentativeCRD 5031460

  • Minxing Lin

    Financial PlannerCRD 8000119

  • ERNESTO ARAIZA

    ManagerCRD 4718421

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth