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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Momentum signalPioneer
- Established Date
- 04-16-1999
- Office Locations
- 3
Office Locations
About HCR Wealth Advisors
HCR Wealth Advisors is a Los Angeles-based RIA delivering comprehensive financial planning and investment advisory services, with deep work in retirement planning, tax optimization, and estate planning. The firm emphasizes a highly personal, team-based client experience and an open-architecture approach—evaluating a range of investment options rather than relying on in-house products. Reported custody includes Charles Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY SANDOR HELLER
Chief Executive Officer, Founder, President
- CRD
- #1460520
- Ownership
- 75% or more
STEVEN JEFF WEINBERGER
Managing Director, Senior Managing Director
- CRD
- #3221929
- Ownership
- 25% but less than 50%
Radial quantum
Radial crest wave
- CRD
- #48092
- Ownership
- 22.3%
Showing 2 of 4 owners & executives
Unlock allContacts
STEVEN Jeff CAMPEAS
Director
- CRD
- #2839565
Alexander Christian Collins
Financial Advisor
- CRD
- #7953407
Element unison
North fusion insight
- CRD
- #25275
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,958,139,773 | $613,645 |
| Non-Discretionary | $0 | -- |
| Total | $1,958,139,773 | $613,645 |
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Separately Managed Accounts
Total SMA Asset: $1,955,805,731
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $262,968,747 | 4.3% |
| Public Funds | $990,719,464 | 16.2% |
| Cash | $1,235,341,554 | 20.2% |
| Private Funds | $880,639,524 | 14.4% |
| U.S. Government/Agency | $1,174,186,032 | 19.2% |
| Corporate - Investment Grade | $544,284,150 | 8.9% |
| Municipal Bonds | $1,027,412,778 | 16.8% |
| Total | $6,115,552,249 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE FOUNDATION | ZENITH ATLAS | KLCP41Q66 | DKD | 5.34% | $2,391,206 |
| FRONTIER VERTEX LEGACY | FRONTIER EAGLE | GQPTRXL2K | XHT | 5.15% | $82,407,516 |
| CREST RADIAL ELEMENT | ZENITH PIONEER | 5BUTUV5LY | KXA | 2.59% | $76,751,839 |
| SUMMIT PRIME EMBER | INSIGHT BEACON | QBGQ3MTVJ | QJU | 7.73% | $46,107,367 |
| GLACIER HARBOR FOUNDATION | NORTH VERTEX | 9QLE5A80U | SRPAJ | 3.52% | $86,898,358 |
| FOUNDATION OAK HARBOR | LEGACY FOUNDATION | F2UUCVISB | BAPN | 7.21% | $51,168,647 |
| ATLAS NORTH CATALYST | INSIGHT VERTEX | HWL36I46W | TSNXW | 11.09% | $39,420,215 |
| PATHWAY UNISON NORTH | PRIME TIMBER | FCMDVEKQA | SFZCA | 2.71% | $34,064,575 |