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| Hamilton Wealth LLC
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|---|---|
| CRD # | 289462 |
| SEC # | 801-111079 |
| CIK # | 0001760263 |
| AUM | $697.8 M (2026-03-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 747-208-4300 |
| Address | 10960 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001760263 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.8 | ||
| Nvidia Corp | 30.1 | ||
| Alphabet Inc | 29.9 | ||
| Microsoft Corp | 25.3 | ||
| Amazon Com Inc | 24.8 | ||
| iShares Comex Gold Trust | 21.8 | ||
| SPDR Gold Trust | 19.3 | ||
| United States Oil Fund LP | 18.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 14.1 | ||
| Facebook Inc | 12.5 | ||
| Merck & Co Inc | 7.8 | ||
| Alphabet Inc | 6.6 | ||
| Palo Alto Networks Inc | 6.1 | ||
| Gilead Sciences Inc | 5.5 | ||
| MercadoLibre Inc | 5.3 | ||
| Bristol Myers Squibb Co | 5.3 | ||
| Netflix Inc | 5.0 | ||
| AbbVie Inc | 4.9 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lauterbach Financial Advisors LLC
✚
|
TX | 0.7 |
|
KTF Investments LLC
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|
CA | 0.7 |
|
IAM Advisory LLC
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PA | 0.7 |
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Tempus Wealth Planning LLC
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CA | 0.7 |
|
Lafise Global Advisors LLC
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|
FL | 0.7 |
|
Arcadia Investment Management Corp
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MI | 0.7 |
|
LP Investment Management LLC
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|
TX | 0.7 |
|
Maximai Investment Partners LLC
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|
FL | 0.7 |
|
Wembley Strategic Advisory LLC
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|
NY | 0.7 |
|
Optimum Quantvest Corporation
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|
TX | 0.7 |