FHWV Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,039,489
Clients
4
Advisors
4
of 4 employees
About
FHWV Financial, LLC provides financial planning and turnkey managed-account services primarily to individual and high‑net‑worth clients. The firm primarily acts as a solicitor, referring prospective clients to third‑party registered investment advisers and implementing managed accounts through platform sponsors such as SEI and American Funds.
FHWV’s advisory relationships are generally non‑discretionary: as of December 31, 2025 it reported roughly $14.8 million in non‑discretionary assets under management and no discretionary AUM. The firm tailors recommendations to clients’ goals and risk tolerance, conducts periodic reviews, and relies on third‑party program sponsors to implement investment strategies and to calculate and remit referral compensation.
What is distinctive about FHWV is its close affiliation with an accounting practice — several supervised persons are CPAs who split time between FHWV Financial, LLC and FHWV, LLP — a structure the brochure highlights as uncommon among peers. The firm discloses its referral and fee‑sharing arrangements, does not take custody or proxy‑voting authority, and notes a principal with a pending broker‑dealer registration, all of which may influence how clients engage with its services.
Client services
Expertise
Fee options
$0.50% - $1.00%: 0.50% - 1.00% of client’s account value (varies by third-party platform chosen)
Fee-only: Fee paid by third-party RIAs out of their advisory fees; FHWV receives a referral fee which is a percentage of the portion of the advisory fee credited to the Advisor (varies by program). Fees paid to FHWV range from 0.25% to 1.00% of client’s account value for managed account services.
Main office
11022 Winners Circle, 2nd Floor
Los Alamitos CA 90720
Advisors at this office
4
Most active in
California
Also doing business as
Fhwv Financial LLC · Fhwv Partners, Llp · Fleischmann, Holmes, Bozanic & Vuong Llp · Fleischmann, Holmes, White & Vuong Llp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Minxing L
Series 65
Los Alamitos, CA
FHWV Financial LLC
Minxing Lin is a financial advisor at FHWV Financial LLC in Los Alamitos, CA, holding a Series 65 designation with two years of industry experience. Prior to joining FHWV Financial LLC, Lin worked at the Paul Merage School of Business, University of Irvine, from 2023 to 2024. FHWV Financial, LLC provides financial planning and turnkey managed-account services primarily to individual and high-net-worth clients, focusing on non-discretionary advisory relationships. The firm refers prospective clients to third-party registered investment advisers and utilizes platform sponsors such as SEI and American Funds to implement investment strategies.
Ernesto A
Series 63, Series 65
Los Alamitos, CA
FHWV Financial LLC
Ernesto Araiza is a financial advisor at FHWV Financial LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with FHWV Financial since 2017. He also serves as a CPA Manager at FHWV Partners, LLP. FHWV Financial, LLC serves individual and high-net-worth clients through a small, two-advisor team, focusing on financial planning and referrals to third-party registered investment advisers and managed-account platforms. The firm emphasizes tax-aware planning and financial analysis, reflecting its accounting orientation, and operates primarily as a solicitor rather than managing client portfolios directly.
Nhan V
Series 65
Los Alamitos, CA
FHWV Financial LLC
Nhan Vuong is a financial advisor at FHWV Financial LLC with 17 years of industry experience. He holds a Series 65 designation and has held principal roles at several affiliated entities, including FHWV Capital LLC and various business ventures spanning digital, hospitality, and surgical sectors. Vuong has been associated with FHWV Financial, LLC since 2008 and related firms since 2005. FHWV Financial, LLC serves individual and high-net-worth clients through a small, two-advisor team, providing financial planning and referring clients to third-party registered investment advisers and managed-account platforms for implementation. The firm emphasizes tax-aware planning and financial analysis, shaped by its CPA credentials, and operates primarily as a solicitor rather than managing portfolios directly.
Martin Y
CFP®, Series 63, Series 65, Series 66
Los Alamitos, CA
FHWV Financial LLC
Martin Young is a CFP® professional with 16 years of experience in the financial services industry. He is currently with FHWV Financial LLC and has held positions at Ameriprise, H&R Block, Wells Fargo, and Citigroup Global Markets. FHWV Financial, LLC offers financial planning and turnkey managed-account services primarily to individual and high-net-worth clients. The firm acts mainly as a solicitor, referring clients to third-party advisers and implements managed accounts through platform sponsors, emphasizing non-discretionary advisory relationships and a close affiliation with an accounting practice.
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