H
CRD: 321954
Hughes Wealth Management Incorporated
$2.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
0 Employees
3 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- CrestTimber +more
- Established Date
- 08-10-2022
- Office Locations
- 1
Office Locations
-- Hermosa Beach CA
About Hughes Wealth Management Incorporated
Hughes Wealth Management is a retail-focused advisory firm in Hermosa Beach, CA, led by Gary Thomas Hughes, providing investment planning and portfolio management plus guidance on estates/trusts, retirement plans, and life insurance. Investment work includes stock/bond portfolios as well as real estate, alternative, and private investments. Custody includes Charles Schwab.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$845.0K AVG AUM / CLIENT
3.9 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
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Accredited Investors
Delta optima
Asset Classes
Horizon Oak Momentum meridian Oak Wave Legacy peak
Custodian
Pioneer Zenith Legacy
Investment Themes
Eagle peak
Investment Vehicles
Optima
Services
Frontier crest Eagle Quantum Legacy Unison Value delta Pathway Summit radial Meridian
Technology
North peak Pioneer summit Focus insight
Owner & Executives
GARY THOMAS HUGHES
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #1700976
- Ownership
- 75% or more
(754) 550-4953
bridge.beacon@alphacapital.com
in linkedin.com/in/delta-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,535,000 | -- |
| Total | $2,535,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,535,000
Equity - OTC:
46.5% Cash:
53.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $959,744,057 | 46.5% |
| Cash | $1,104,221,657 | 53.5% |
| Total | $2,063,965,714 | 100.0% |