LOS ANGELES, CACRD 289462Latest ADV March 27, 2026
Hamilton Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 27, 2026, reports $698M in regulatory assets under management, 4 employees, and 1,033 accounts.
Assets Under Management
$698M
Employees
4
Offices
--
Total Clients
482
Primary office
LOS ANGELES, CA
10960 WILSHIRE BLVD, SUITE 820, LOS ANGELES, CA, United States
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
268
2
HNWI
37.1%
179
3
Pension Plans
3.1%
15
4
Charitable
2.9%
14
5
Corporations
1.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$698Mas of March 27, 2026
Discretionary97.7%
$681M
98% of total RAUM97.7%
Non-discretionary2.3%
$16M
2% of total RAUM2.3%
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.
Total AUM$698M
Total Accounts1,033
10Y AUM Change+$698M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee121:1
10Y Employee Change+1 (+33.3%)
* 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.