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 independently owned registered investment adviser that began SEC registration in 2017 and operates as an LLC. The firm charges fees as a percentage of assets under management and serves both individual/family clients and institutional clients. Its stated advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Hamilton Wealth identifies as not being an active ESG investor and does not report multi-state adviser status; it also lists an 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 2GEORGE HAMILTON
Founder & Chief Investment OfficerCRD 2270352
VALENTINO FEHLMANN
Co-CIOCRD 4810879
Contacts
1 of 1GERALD 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
$678M in ETFs
86%
$584M
14%
$94.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND (VYMI) | Vanguard | Passive | Foreign Large Value | $91M | 966,063 | 13.42% |
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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