Hamilton Wealth, LLC

Hamilton Wealth, LLC (CRD# 289462) is a financial advisory firm headquartered in Encino, CA. They manage $451,036,387 in 1,042 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
16000 Ventura Boulevard, Suite 610, Encino, CA 91436
https://www.linkedin.com/company/hamilton-wealth/
By the Numbers
  • Total Assets Under Management
    451
    MILLION
  • Total Number of Accounts
    1,042
    ACCOUNTS
  • Average Account Value
    $432,856
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MI, NV, NY, OH, OR, PA, TN, TX, WA

Financial Advisors at Hamilton Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Valentino Fehlmann, financial advisor Encino CA
Valentino A. Fehlmann
CRD#: 4810879
16000 Ventura Boulevard, Suite 610, Encino, CA 91436

Valentino Fehlmann (CRD# 4810879) is an Investment Advisor Representative working at Hamilton Wealth, LLC in Encino, CA and has over 19 years of experience in the finance industry.

2
George Hamilton, financial advisor Encino CA
George R. Hamilton
CRD#: 2270352
16000 Ventura Boulevard, Suite 405, Encino, CA 91436

George Hamilton (CRD# 2270352) is an Investment Advisor Representative working at Hamilton Wealth, LLC in Encino, CA and has over 31 years of experience in the finance industry.

3
Gerald Newman, financial advisor Encino CA
Gerald E. Newman
CRD#: 5032301
16000 Ventura Boulevard, Suite 405, Encino, CA 91436

Gerald Newman (CRD# 5032301) is an Investment Advisor Representative working at Hamilton Wealth, LLC in Encino, CA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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