Data / Investment advisers / California / Hamilton Wealth, LLC
Hamilton Wealth, LLC, Los Angeles, CA: $698 million AUM, SEC registered investment adviser
Hamilton Wealth, LLC is an SEC registered investment adviser with its main office in Los Angeles, California and reports $698 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 289462
- SEC file number
- 801-111079
- SEC status
- Approved, effective September 1, 2017
- Main office
- 10960 Wilshire Blvd Suite 820, Los Angeles, CA 90024
- Phone
- (747) 208-4300
- Regulatory AUM
- $697,826,133 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $681,489,500
- Non discretionary AUM
- $16,336,633
- Accounts
- 1,033
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 179 | $631.9 million |
| Individuals (other than high net worth individuals) | 268 | $56.4 million |
| Corporations or other businesses | 6 | $3.8 million |
| Pension and profit sharing plans | 15 | $3.6 million |
| Charitable organizations | 14 | $2.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $697.8 million | March 27, 2026 |
| December 1, 2025 | $553.7 million | May 7, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Curewell Capital Management, LLC | Los Angeles | $744.3 million | 4 | adviserinfo.sec.gov |
| Alpha Edison Management Company, LLC | Los Angeles | $738.3 million | 34 | adviserinfo.sec.gov |
| The Cypress Funds LLC | Los Angeles | $723.2 million | 1 | adviserinfo.sec.gov |
| Medina Value Partners, LLC | Los Angeles | $717.2 million | 2 | adviserinfo.sec.gov |
| Atlas Legacy Advisors LLC | Los Angeles | $715 million | Not listed | adviserinfo.sec.gov |
| Archer Capital Group Management, LLC | Los Angeles | $659.6 million | 10 | adviserinfo.sec.gov |
| BMB Advisers LLC | Los Angeles | $655.8 million | Not listed | adviserinfo.sec.gov |
| Arixa Management, LLC | Los Angeles | $647.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Hamilton Wealth, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.