This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2017
- Office Locations
- 2
Office Locations
About Hamilton Wealth, LLC
Hamilton Wealth, LLC is a Los Angeles-area fiduciary advisory firm providing wealth management and financial planning, with an emphasis on portfolio construction and asset allocation. Portfolios are largely implemented with ETFs and index funds, with capability across fixed income and alternatives (e.g., real estate/private equity). Serves retail and institutional clients, including entrepreneurs. Custodies with Schwab and uses Orion; community giving is a stated priority.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
GEORGE RANDY HAMILTON
Managing Member
- CRD
- #2270352
- Ownership
- 75% or more
GERALD EDWIN NEWMAN
Certified Financial Planner, Chief Compliance Officer
- CRD
- #5032301
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
VALENTINO ANGELO FEHLMANN
Certified Financial Planner (CFP)
- CRD
- #4810879
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $681,489,500 | $661,640 |
| Non-Discretionary | $16,336,633 | $5,445,544 |
| Total | $697,826,133 | $675,534 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing