|
⚲
|
| Keyboard |
| Hamilton Wealth LLC
✚
|
|
|---|---|
| CRD # | 289462 |
| SEC # | 801-111079 |
| CIK # | 0001760263 |
| AUM | 697.8 M (2026-03-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 747-208-4300 |
| Address | 10960 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure] |
|---|
Item 5: Fees & Compensation
Compensation for Our Advisory Services
Retirement Plan Consulting:
The maximum annual fee for this service will not exceed 0.75% Fees are billed on a pro-rata basis
monthly or quarterly in advance or in arrears based on the percentage of Plan assets under
management as indicated in the signed consulting agreement. Clients will be invoiced directly for the
fees. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity
of our engagement with the client.
Other Types of Fees & Expenses
Clients will not incur transaction costs for trades by their chosen custodian. More information about
this can be found in our separate Wrap Fee Program Brochure.
Termination & Refunds
Either party to a Retirement Plan Consulting Agreement may terminate at any time by providing
written notice to the other party. Full refunds will only be made in cases where cancellation occurs
within 5 business days of signing an agreement. After 5 business days from initial signing, either
party must provide the other party 30 days written notice to terminate billing. Billing will terminate
30 days after receipt of termination notice. Clients will be charged on a pro-rata basis, which takes
into account work completed by our firm on behalf of the client. Clients will incur charges for bona
fide advisory services rendered up to the point of termination (determined as 30 days from receipt
of said written notice) and such fees will be due and payable.
ADV Part 2A – Firm Brochure Page 5 Hamilton Wealth, LLC
Commissionable Securities Sales
Our firm and representatives do not sell securities for a commission in advisory accounts. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure] |
|---|
Item 7: Types of Clients & Account Requirements
Our firm has the following types of clients:
• Individuals and High Net Worth Individuals;
• Trusts, Estates or Charitable Organizations;
• Pension and Profit Sharing Plans;
• Corporations, Limited Liability Companies and/or Other Business Types
Our firm does not impose requirements for opening and maintaining accounts or otherwise engaging
us. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.8 | ||
| Nvidia Corp | 30.1 | ||
| Alphabet Inc | 29.9 | ||
| Microsoft Corp | 25.3 | ||
| Amazon Com Inc | 24.8 | ||
| iShares Comex Gold Trust | 21.8 | ||
| SPDR Gold Trust | 19.3 | ||
| United States Oil Fund LP | 18.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 14.1 | ||
| Facebook Inc | 12.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 268 | 56.4 |
| (b) Individuals (high net worth individuals) | 179 | 631.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 3.6 |
| (h) Charitable organizations | 14 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,033 | 697.8 |
| By Discretionary | ||
| Discretionary | 1,030 | 681.5 |
| Non-Discretionary | 3 | 16.3 |
| Total | 1,033 | 697.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 697.5 | |
| Total | 1,033 | 697.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001760263] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lauterbach Financial Advisors LLC
✚
|
TX | 700.3 M |
|
KTF Investments LLC
✚
|
CA | 700.2 M |
|
IAM Advisory LLC
✚
|
PA | 699.4 M |
|
Tempus Wealth Planning LLC
✚
|
CA | 699.4 M |
|
Lafise Global Advisors LLC
✚
|
FL | 699.0 M |
|
Arcadia Investment Management Corp
✚
|
MI | 697.3 M |
|
LP Investment Management LLC
✚
|
TX | 696.1 M |
|
Maximai Investment Partners LLC
✚
|
FL | 695.8 M |
|
Wembley Strategic Advisory LLC
✚
|
NY | 695.2 M |
|
Optimum Quantvest Corporation
✚
|
TX | 695.1 M |