This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-17-1995
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between December 19, 2025 and March 30, 2026, reported AUM increased 6.6%, from $883.3M to $941.7M.
Across 5 reported observations, AUM increased 30.6% between June 27, 2022 and March 30, 2026, from $721.2M to $941.7M.
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 5 advisory representatives and 296 clients, or 59.2 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review HCM Wealth's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full HCM Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GAGE THOMAS HOUSER
Chief Financial Officer, President, WEALTH ADVISOR
- CRD
- #2908419
- Ownership
- 25% but less than 50%
STEVEN KELLEY WILKES
Chief Compliance Officer, Chief Executive Officer, Portfolio Manager, WEALTH ADVISOR
- CRD
- #2700539
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Jake Nicholas Popoff
Associate Advisor
- CRD
- #7092533
Showing 1 of 4 contacts
Unlock allAssets Under Management
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
HCM Wealth has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
HCM Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.