Mena R Hanna
Advisor at AWM Capital, LLC — Los Angeles, CA S Broadway
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 65
Experience Industry experience
5 years
Location
Los Angeles, CA 90014
AWM Capital, LLC
Team
Mena Hanna is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has worked at AWM Capital, LLC since 2020 and has prior experience at PHC Inc and Bridge Advisory LLC. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management alongside comprehensive financial planning services that include tax, estate, and insurance analysis as well as business consulting for select small and medium-sized businesses. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios incorporating mutual funds, ETFs, individual securities, third-party separate account managers, and private placements.
Based on AWM Capital, LLC
Flat fees for financial planning and consulting services, negotiated case-by-case
Up to 2.00% annually (tiered based on assets under advisement, exact tiers not specified)
Hourly fees for business consulting, negotiated case-by-case
Carried Interest and performance fees may apply to private funds established in 2024 and later; no performance fees for asset management services
Account minimum: $5,000,000 Minimum fee: $20,000 minimum annual fee Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
Los Angeles, CA S Broadway
612 S Broadway, Floor 4
Los Angeles CA 90014
Advisors at this office
5
California · Texas
5 years of industry experience
AWM Capital, LLC
2020 - Present • 6 years
Phoenix, AZ
PHC Inc
2018 - Present • 8 years
Pasadena, CA
Bridge Advisory LLC
2018 - 2022 • 4 years
Pasadena, CA
Unemployed
2018 - 2018 • 1 year
Glendale, CA
University of Miami
2014 - 2018 • 4 years
Coral Gables, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)