Hippocratic Financial Advisors LLC

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Assets, Funds, Holdings

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Hippocratic Financial Advisors LLC
CRD #169481
SEC #801-130237
CIK #0002055803
AUM $229.0 M (2026-05-07)
Employees 29 (17% Investors, 0% Brokers)
Phone866-447-2380
Address30700 Russell Ranch Road
Westlake Village, CA 91362
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002010201520212027
Sector Form 13F Holdings Value ($M)
iShares Bitcoin Trust 2.4
Nvidia Corp 0.5
Apple Inc 0.4
iShares Comex Gold Trust 0.2
 
 
 
 
 
 
 
Holdings by Sector ($M)
2502001501005002023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 321 96.9
(b) Individuals (high net worth individuals) 61 132.1
(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 0 0.0
(h) Charitable organizations 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 1,645 229.0
By Discretionary
Discretionary 1,645 229.0
Non-Discretionary 0 0.0
Total 1,645 229.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 229.0
Total 1,645 229.0
EDGAR Form CIK 2011 - 2026
13F-HR [0002055803]
Comparable Firms State AUM ($B)
Woodfield Financial Advisors Inc
IL 0.2
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Bradford Financial Center
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VIMA LLC
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Formulate Financial LLC
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Rightwealth Advisors LLC
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Campion Asset Management LLC
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Waterford Capital Investment Advisory Services LLC
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