Hcm Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in San Rafael, CA. Its latest Form ADV filing, dated March 30, 2026, reports $942M in regulatory assets under management, 7 employees, and 779 accounts.
Assets Under Management
$942M
Employees
7
Offices
--
Total Clients
296
Primary office
SAN RAFAEL, CA
1101 FIFTH AVENUE, SUITE 160, SAN RAFAEL, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.7% of total clients.
Top client categories% of clientsClients
1
HNWI
52.7%
156
2
Individuals
38.2%
113
3
Pension Plans
5.1%
15
4
Corporations
2.0%
6
5
Charitable
1.4%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$942Mas of March 30, 2026
Discretionary99.5%
$937M
100% of total RAUM99.5%
Non-discretionary0.5%
$5M
0% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$942M
Total Accounts779
10Y AUM Change+$354M (+60.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee42:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.