$941.7M Total AUM
$937.1M Disc. AUM
4.6% 3Y CAGR
7 Employees
296 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-17-1995
- Office Locations
- 1
Office Locations
1101 Fifth Avenue Suite 160 SAN Rafael CA
About HCM Wealth
HCM Wealth is a SAN Rafael-based RIA. The firm has been operating for 31 years. Managing $941.7M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
46 AVG AGE
$188.3M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
10.4 yrs AVG TENURE
7 Employees
5 Advisory Reps
0 RIA Reps
31yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
GAGE THOMAS HOUSER
Chief Financial Officer, President, WEALTH ADVISOR
- CRD
- #2908419
- Ownership
- 25% but less than 50%
Available
Available
Available
STEVEN KELLEY WILKES
Chief Compliance Officer, Chief Executive Officer, Portfolio Manager, WEALTH ADVISOR
- CRD
- #2700539
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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Jake Nicholas Popoff
Associate Advisor
- CRD
- #7092533
Available
Available
Available
Showing 1 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $937,147,990 | $1,247,867 |
| Non-Discretionary | $4,504,028 | $160,858 |
| Total | $941,652,018 | $1,208,796 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | 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 |
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| Available | Available | Available | Available | Available | Available |
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