Hamilton Wealth, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 289462
- Registered since
- September 1, 2017
- Website
- www.hamiltonwealthco.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.55%
- Individuals8.08%
- Corporations / Businesses0.54%
- Pension & Profit Sharing Plans0.51%
- Charitable Organizations0.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Hamilton Wealth, LLC is an independent registered investment adviser organized as an LLC and in operation since 2017. The firm is individually owned and charges fees as a percentage of assets under management. Its client mix includes high-net-worth individuals and families as well as institutional clients. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Hamilton Wealth reports no focus on ESG investing and is not registered as a multi-state adviser. The firm also lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities71%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents6%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
2 of 2
George Hamilton
Founder & Chief Investment OfficerCRD 2270352
Valentino Fehlmann
Co-CIOCRD 4810879
Contacts
1 of 1
Gerald Newman
Director of Comprehensive PlanningCRD 5032301
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$278M in ETFs
83%
$231M
16%
$46.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPS SMITH CORE PLUS BOND ETF (SMTH) | ALPS | Active | Intermediate Core Plus Bond | $34.2M | 1,326,629 | 12.31% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 10960 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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