Hamilton Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$688,288,424
Clients
447
Advisors
3
across 2 offices
About
Hamilton Wealth manages approximately $698 million for roughly 447 clients and serves individuals, high-net-worth clients, trusts and estates, employer retirement plans, and various business entities. The firm offers discretionary portfolio management through a wrap-fee comprehensive portfolio program as well as retirement plan consulting services that include investment policy development, investment option review, asset allocation and participant education.
The firm’s investment process blends fundamental, sector, ETF and index analysis with proprietary asset-allocation models to tailor portfolios to clients’ risk tolerances and time horizons, and accounts are reviewed at least annually. Hamilton Wealth may manage accounts on a discretionary basis and, notably, may employ margin transactions (borrowing in client accounts) and operates a wrap-fee program that bundles execution, custody and advisory services for individualized accounts.
Two features that set the firm apart from many peer team firms are its sponsorship of a wrap-fee program and its documented use of borrowing/margin within separately managed accounts, both of which are uncommon among similarly sized advisers. The brochure also discloses that firm personnel hold insurance licenses and that a firm-affiliated member conducts outside private investing in software development companies; these affiliations are identified and governed by the firm’s conflict-of-interest and disclosure policies.
Client services
Expertise
Main office
See office10960 Wilshire Blvd, Suite 820
Los Angeles CA 90024
Advisors at this office
1
Offices (2)
Most active in
California · Florida · Michigan · Nevada · New Hampshire · New York · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Virginia · Washington
Also doing business as
Hamilton Investment Group · Hamilton Wealth, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Valentino F
CFP®, Series 66
Los Angeles, CA
Hamilton Wealth, LLC
Valentino Fehlmann is a CFP® with 20 years of experience in the financial services industry. He is currently with Hamilton Wealth, LLC and has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in investment software development through QIA Partners LLC and serves as a trustee for his father's investment-related affairs. Hamilton Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate clients, providing discretionary portfolio management and retirement plan consulting. The firm combines wrap fee program sponsorship with retirement plan services and employs proprietary allocation models to tailor portfolios to client risk profiles.
Gerald N
CFP®, Series 66
Encino, CA
Hamilton Wealth, LLC
Gerald Newman is a CFP® professional with 20 years of experience currently serving at Hamilton Wealth, LLC since 2017. He previously worked at Raymond James Financial Services, Inc. from 2015 to 2017. In addition to his advisory role, Newman is a licensed insurance agent involved in providing insurance quotes and applications. Hamilton Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering discretionary portfolio management and retirement plan consulting. The firm uses proprietary allocation models and a diverse range of investment instruments, combining wrap fee program sponsorship with retirement plan consulting services.
George H
Series 63, Series 65
Encino, CA
Hamilton Wealth, LLC
George Hamilton is a financial advisor at Hamilton Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. from 2011 to 2017. Hamilton Wealth serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management and retirement plan consulting. The firm utilizes proprietary allocation models and offers a combination of wrap fee program sponsorship and retirement plan consulting services, along with a trading approach that includes borrowing in managed accounts.
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