Hamilton Wealth LLC

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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
Phone747-208-4300
Address10960 Wilshire Blvd
Los Angeles, CA 90024
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
70056042028014002010201520212027
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)
60048036024012002017202020232027
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)
ServesInstitutional, Retail
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