Van Ham Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Van Ham Wealth Management is a registered investment adviser that reports no active advisors and no assets under management; it offers advisory services to individual clients, providing discretionary portfolio management and financial planning. Portfolio coverage is limited to mutual funds, equities, ETFs (including precious-metal ETFs), fixed income (including TIPS), commodities, and non-U.S. securities.
The firm documents client objectives in a written Investment Policy Statement and typically seeks discretionary authority to implement long‑term trading strategies informed by fundamental, quantitative, and technical analysis. Financial planning is delivered through tailored, goals‑based engagements—often as a one‑time written plan—and the brochure discloses fixed, negotiated planning fees.
Notably for a firm in this category, Van Ham combines individual portfolio management with fixed‑fee financial planning rather than limiting services, and it does not serve as a private fund adviser. The brochure also discloses that the firm does not participate in wrap programs or accept soft‑dollar benefits, does not select third‑party managers, and provides quarterly account reviews and custodian statements.
Client services
Expertise
Fee options
Fixed fee for financial planning services between $400 and $5,000
$0 - $250,000: Fixed fee of $3,000 annually ($250 per month) $250,001+: 1.00% annually on entire account value
Minimum fee: $3,000 annually for accounts $0 - $250,000 (charged as $250 per month) Fee-only: Negotiated fixed financial planning fees ranging from $400 to $5,000
Main office
Davis CA
Advisors at this office
1
Most active in
California
Also doing business as
Van Ham Wealth Management · Van Ham Wealth Management 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 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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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.
Forms ADV
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