M
CRD: 316031
Mcdonald Hartman Wealth Advisors
Santa Monica, CA, 90401
3104992443
$26.3M Total AUM
$26.3M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-30-2022
- Office Locations
- 1
Office Locations
1541 Ocean Avenue Suite 200 Santa Monica CA
About Mcdonald Hartman Wealth Advisors
Mcdonald Hartman Wealth Advisors is a Santa Monica-based RIA. The firm has been operating for 3 years. Managing $26.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$26.3M AVG AUM / ADVISOR
$906.9K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Optima alpha
Client Personas
Vertex value
Investment Themes
Timber Focus Zenith focus
Investment Vehicles
Crest catalyst
Services
Insight peak Ridge Vital eagle Pathway
Owner & Executives
MICHAEL PATRICK HARTMAN
Chief Compliance Officer, Founder, President
- CRD
- #6020345
- Ownership
- 75% or more
(215) 969-8488
eagle.peak@crestcapital.com
in linkedin.com/in/atlas-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,300,000
Equity - Exchange:
20.2% Corporate - Investment Grade:
10.6% U.S. Government/Agency:
22.5% Cash:
20.7% Corporate - Non-Investment Grade:
13.5% Municipal Bonds:
12.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $900,760,525 | 20.2% |
| Corporate - Investment Grade | $472,676,315 | 10.6% |
| U.S. Government/Agency | $1,003,322,367 | 22.5% |
| Cash | $923,056,577 | 20.7% |
| Corporate - Non-Investment Grade | $601,993,420 | 13.5% |
| Municipal Bonds | $557,401,315 | 12.5% |
| Total | $4,459,210,519 | 100.0% |