Hedge Fund Database

HCR WEALTH ADVISORS

Adviser information for HCR WEALTH ADVISORS last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 3
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,751 $1.5B
Non-Discretionary 0 $0
Total 2,751 $1.5B

Clients

Type Number RAUM
Individuals 559 $137.8M
HNW Individuals 395 $1.4B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 1 $2.3M
Pension and profit sharing plans 0 $0
Charitable organizations <5 $4.3M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $216,258
Other 0 $0
Type Number
No. of Non-RAUM Clients 3
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-56452
SEC ERA File Number 801-56452
SEC CIK Numbers 1697715
SEC CRD Numbers 108676
Legal Entity Identifier None

Principal Office

10866 WILSHIRE BLVD.
SUITE 1600
LOS ANGELES
CA
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 310-473-5445, Fax: 310-473-5775

Websites

www.hcrwealth.com www.facebook.com/hcrwealth/ www.linkedin.com/company/12179562/ www.youtube.com/channel/ucfcozqn3xrlqgkbzyryshva twitter.com/hcrwealth medium.com/@hcrwealthadvisors

Chief Compliance Officer

HAYLEY NELSON
CHIEF COMPLIANCE OFFICER
1700 7TH AVE.
SUITE 2100
SEATTLE
WA
United States
Tel: 877-456-1380
(Full email address available in API data)

Regulatory Contact

STEVE WEINBERGER
SENIOR MANAGING DIRECTOR
10866 WILSHIRE BLVD.
SUITE 1600
LOS ANGELES
CA
United States
Tel: (310) 473-5445
Fax: (310) 473-5775
(Full email address available in API data)

Industry Affiliates

CR PROJECT LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CR PROJECT Real Estate Fund $2.3M $0.1M 9

Control Persons

Name Type Entity Title Since Ownership
HELLER, GREGORY, SANDOR Individual – PRESIDENT 08/1988 > 75%
WEINBERGER, STEVEN, JEFF Individual – SENIOR MANAGING DIRECTOR 01/2004 25-50%
NELSON, HAYLEY, NICOLE Individual – CHIEF COMPLIANCE OFFICER 01/2024 < 5%

No. Employees, Historic

20100201920202021202220232024202517 on 10/22/201916 on 3/30/202016 on 6/29/202016 on 1/20/202117 on 3/31/202117 on 5/28/202117 on 10/21/202117 on 1/5/202217 on 1/6/202216 on 3/31/202216 on 5/18/202216 on 9/14/202216 on 9/14/202216 on 3/31/202316 on 4/5/202316 on 6/7/202316 on 12/5/202316 on 1/18/202416 on 1/29/202417 on 3/15/2024

RAUM, Historic

2B1B02019202020212022202320242025937556507 on 10/22/20191109777552 on 3/30/20201109777552 on 6/29/20201109777552 on 1/20/20211197891359 on 3/31/20211197891359 on 5/28/20211197891359 on 10/21/20211197891359 on 1/5/20221197891359 on 1/6/20221451256222 on 3/31/20221451256222 on 5/18/20221451256222 on 9/14/20221451256222 on 9/14/20221374499224 on 3/31/20231374499224 on 4/5/20231374499224 on 6/7/20231374499224 on 12/5/20231374499224 on 1/18/20241374499224 on 1/29/20241504064085 on 3/15/2024

No. Clients, Historic

1,00050002019202020212022202320242025789 on 10/22/2019815 on 3/30/2020815 on 6/29/2020815 on 1/20/2021872 on 3/31/2021872 on 5/28/2021872 on 10/21/2021872 on 1/5/2022872 on 1/6/2022937 on 3/31/2022937 on 5/18/2022937 on 9/14/2022937 on 9/14/2022900 on 3/31/2023900 on 4/5/2023900 on 6/7/2023900 on 12/5/2023900 on 1/18/2024900 on 1/29/2024955 on 3/15/2024

Holdings

From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
Abbvie Inc Com Common Stock 2M 14K –
Accenture PLC F Class A Common Stock 268K 883 –
Adobe Inc Common Stock 2M 3K –
Advanced Micro Device In Common Stock 543K 3K –
Aflac Inc Common Stock 822K 9K –
Allstate Corp Common Stock 2M 10K –
Alnylam Pharmaceutl Common Stock 225K 924 –
Alphabet Inc Common Stock 18M 97K –
Alphabet Inc. Class C Common Stock 4M 23K –
Alps Alerian MLP ETF ETF 1M 31K –
Altria Group Inc Common Stock 969K 21K –
Amazon.Com Inc Common Stock 10M 50K –
Ameren Corp Common Stock 235K 3K –
American Express Co Common Stock 480K 2K –
American States Water Co Common Stock 839K 12K –
American Water Works Common Stock 3M 27K –
Ametek Inc Common Stock 19M 112K –
Amgen Inc. Common Stock 1M 5K –
Amplify Ai Powered Equity ETF ETF 221K 6K –
Amplify Cybersecurity ETF ETF 291K 4K –
Amplify TRNSFRMTNL Data SHRNG ETF ETF 249K 7K –
Apollo Global MGMT Inc N Common Stock 264K 2K –
Apple Inc Common Stock 111M 528K –
Asml Holding N V F Sponsored ADR Common Stock 377K 369 –
Autonation Inc Com Common Stock 4M 25K –
Autozone Inc Com Common Stock 5M 2K –
Bank Of America Corp Common Stock 2M 54K –
Berkshire Hathaway Common Stock 4M 11K –
BlackRock Inc Common Stock 228K 289 –
Blackstone Inc Common Stock 545K 4K –
Boeing Co Common Stock 4M 19K –
Bristol-Myers Squibb Common Stock 501K 12K –
Broadcom Inc Common Stock 1M 749 –
C V B Finl Corp Common Stock 172K 10K –
Cadiz Inc Common Stock 1M 367K –
Carrier Global Corp Common Stock 476K 8K –
Caterpillar Common Stock 1M 3K –
Charles Schwab Corp Common Stock 937K 13K –
Chevron Corp. Common Stock 3M 22K –
Chipotle Mexican GRL Common Stock 257K 4K –
Church &dwight Co Common Stock 1M 12K –
Clorox Co Com Common Stock 927K 7K –
CME Group Inc Common Stock 2M 10K –
Coca-Cola Common Stock 646K 10K –
Colgate-Palmolive Co Common Stock 265K 3K –
Conocophillips Com Common Stock 4M 36K –
Constellation Brands Common Stock 2M 9K –
Costco Wholesale Common Stock 7M 8K –
CSX Corp Common Stock 249K 7K –
Danaher Corp Common Stock 206K 823 –
Deere & Co Common Stock 1M 3K –
Dell Technologies Inc Class C Common Stock 2M 12K –
Discover Finl S Common Stock 426K 3K –
Eaton Corp PLC F Common Stock 320K 1K –
Editas Medicine Incorpor Common Stock 79K 17K –
Energy Select Sector SPDR ETF ETF 960K 11K –
ExxonMobil Common Stock 2M 21K –
Fedex Corp Com Common Stock 2M 6K –
First Dorsey Wright Focus 5 ETF IV ETF 506K 9K –
First Trust Managed Municipal ETF IV ETF 426K 8K –
First Trust Preferred Securities and Income ETF ETF 15M 875K –
First Trust TCW Opportunistic Fixed Income ETF ETF 2M 42K –
Ford Motor Co Common Stock 226K 18K –
Freeport-Mcmoran Inc Common Stock 1M 29K –
Gabelli Equity CF Fund 392K 75K –
General Electric Co Common Stock 509K 3K –
Goldman Sachs Group Common Stock 675K 1K –
Grayscale Bitcoin TR BTC Fund 1M 28K –
Home Depot Common Stock 3M 8K –
Honeywell Common Stock 2M 11K –
IBM Common Stock 303K 2K –
Intercontinental Exchange Inc Common Stock 3M 22K –
Intuit Inc Common Stock 628K 956 –
Intuitive Surgical Common Stock 476K 1K –
Invesco FTSE Rafi US 1000 ETF ETF 228K 6K –
Invesco QQQ Trust ETF 5M 10K –
Invesco S&P 500 Low Volatility ETF ETF 331K 5K –
Invesco Senior Loan ETF ETF 3M 152K –
iShares 3-7 Year Treasury Bond ETF ETF 1M 12K –
iShares 7-10 Year Treasury Bond ETF ETF 2M 16K –
iShares Biotechnology ETF ETF 2M 13K –
iShares Bitcoin ETF ETF 418K 12K –
iShares California Muni Bond ETF ETF 1M 23K –
iShares Core High (dividend Etf) ETF 314K 3K –
iShares Core MSCI EAFE ETF ETF 1M 15K –
iShares Core MSCI Emerging ETF ETF 1M 19K –
iShares Core S&P 500 ETF ETF 19M 35K –
iShares Core S&P Small-Cap ETF ETF 39M 364K –
iShares Core S&P Total US Stock Mark ETF 801K 7K –
iShares High Yield Corporat Bond ETF ETF 2M 50K –
iShares iBoxx $ (investment Grade Corporate Bond Etf) ETF 535K 5K –
iShares JP Morgan Usd Emerging Marke ETF 472K 5K –
iShares MSCI EAFE ETF ETF 397K 5K –
iShares MSCI Emerging Markets ETF ETF 247K 6K –
iShares MSCI USA Esg Select ETF ETF 284K 3K –
iShares MSCI USA QLTY Fact ETF ETF 234K 1K –
iShares Preferred Income Sec ETF IV ETF 1M 42K –
iShares Russell 1000 Growth ETF ETF 225K 617 –
iShares Russell 2000 ETF ETF 922K 5K –
iShares S&P 500 Growth ETF ETF 651K 7K –
iShares S&P 500 Value ETF ETF 404K 2K –
iShares S&P Mid Cap 400 GRWTH ETF ETF 352K 4K –
iShares Select Dividend ETF ETF 426K 4K –
iShares Short Term NTNL Mun BND ETF ETF 418K 4K –
iShares TIPS Bond ETF ETF 464K 4K –
iShares TR 20 YR TR (BD Etf) ETF 4M 47K –
iShares Treasury Floating Rate B ETF ETF 2M 44K –
iShares Trust 1-3 (year Treasury Bond Etf) ETF 5M 60K –
iShares US Aerospace Defense ETF ETF 335K 3K –
iShares US Financials ETF ETF 372K 4K –
iShares US Real Estate ETF ETF 499K 6K –
iShares US Technology ETF ETF 1M 10K –
Jabil Circuit Inc Common Stock 915K 8K –
Janus Henderson Aaa Clo ETF IV ETF 1M 28K –
Johnson & Johnson Common Stock 2M 11K –
Johnson Controls Inter F Common Stock 1M 16K –
JPMorgan Chase & Co Common Stock 6M 29K –
Kennedy Wilson HLDGS Common Stock 185K 19K –
L3harris Common Stock 3M 12K –
Lilly Eli & Co Common Stock 1M 1K –
Linde PLC F Common Stock 294K 669 –
Lockheed Martin Corp Common Stock 449K 961 –
Magnite Inc Common Stock 173K 13K –
Marsh & MC Lennan Co Common Stock 309K 1K –
Martin Marietta Material Common Stock 230K 425 –
Marvell Technology Inc Common Stock 725K 10K –
Mastercard Common Stock 2M 4K –
McCormick &company Common Stock 381K 5K –
McDonalds Common Stock 1M 5K –
Merck &co. Inc Com Common Stock 3M 21K –
Meta Platforms Inc Common Stock 9M 18K –
MGM Resorts Intl Common Stock 921K 21K –
Microsoft Common Stock 21M 47K –
Mondelez Intl Class A Common Stock 248K 4K –
Moodys Corp Common Stock 253K 600 –
Morgan Stanley Common Stock 2M 25K –
Netflix Inc Common Stock 2M 3K –
Nextera Energy Inc Common Stock 3M 41K –
Nike Inc Class B Com Common Stock 647K 9K –
Nokia Oyj F Sponsored ADR Common Stock 58K 15K –
Northrop Grumman Co Common Stock 231K 528 –
Novo-Nordisk As Vormal F Sponsored ADR Common Stock 1M 9K –
NRG Energy Inc Common Stock 358K 5K –
Nvidia Corp Common Stock 30M 242K –
Oracle Corp Common Stock 3M 25K –
Pacer US Cash Cows 100 ETF ETF 215K 4K –
Palo Alto Networks Common Stock 12M 34K –
Parker-Hannifin Corp Common Stock 314K 621 –
Pepsico Inc Common Stock 369K 2K –
Philip Morris Intl Common Stock 640K 6K –
Phillips 66 Common Stock 371K 3K –
PIMCO Active Bond ETF ETF 958K 11K –
PIMCO Enhanced SHRT Maturty Actv ETF ETF 2M 21K –
Procter & Gamble Common Stock 2M 10K –
Progressive Co Ohio Common Stock 313K 2K –
ProShares Large Cap Core Plus ETF ETF 310K 5K –
Pure Storage Inc Common Stock 205K 3K –
Qualcomm Inc Common Stock 276K 1K –
Quanta Services Inc Common Stock 1M 4K –
Quantumscape Corp Class A Common Stock 49K 10K –
Regeneron Pharms Inc Common Stock 291K 277 –
Rocket Cos Inc Com Common Stock 1M 78K –
RTX Corp Common Stock 431K 4K –
Salesforce Common Stock 318K 1K –
Schwab International Equity ETF ETF 289K 8K –
Schwab U.S. TIPS ETF ETF 6M 119K –
Schwab US Large Cap Growth ETF ETF 4M 41K –
Schwab US Small Cap ETF ETF 234K 5K –
Select Sector Health Care SPDR ETF ETF 314K 2K –
Select STR Financial Select SPDR ETF ETF 241K 6K –
ServiceNow Inc Common Stock 2M 3K –
Shell PLC F Sponsored ADR Common Stock 264K 4K –
Sherwin Williams Co Common Stock 385K 1K –
Snap Inc Class A Common Stock 385K 23K –
SPDR Bloomberg 1 3 MNTH T BLL ETF ETF 866K 9K –
SPDR Dow Jones Industrial Avrg ETF ETF 425K 1K –
SPDR Gold TR Gold (SHS) ETF 3M 15K –
SPDR Nuveen BLMG HG YL MP BND ETF ETF 256K 10K –
SPDR Nuven BLM SHT TM MPL BND ETF ETF 260K 6K –
SPDR S&P 500 ETF ETF 4M 7K –
SPDR S&P Midcap 400 ETF ETF 577K 1K –
Starbucks Corp Com Common Stock 3M 33K –
Stifel Finl Co Common Stock 257K 3K –
Stryker Corp Common Stock 2M 7K –
Synopsys Inc Common Stock 318K 534 –
Taiwan Semiconductr F Sponsored ADR Common Stock 485K 3K –
Technology Select Sector SPDR ETF ETF 1M 5K –
Tesla Motors Common Stock 3M 15K –
The CIGNA Group Common Stock 272K 822 –
Thermo Fisher Common Stock 4M 7K –
TJX Companies Inc Common Stock 213K 2K –
Trane Technologies PLC F Common Stock 231K 701 –
Travelers Common Stock 208K 1K –
Uber Technologies Inc Common Stock 228K 3K –
United Parcel SRVC Class B Common Stock 360K 3K –
United Rentals Inc Common Stock 383K 592 –
UnitedHealth Group Common Stock 1M 2K –
Universal Display Co Common Stock 421K 2K –
US Bancorp Common Stock 786K 20K –
Utilities Select (sector SPDR Fund) ETF 3M 49K –
Vaneck Gold Miners ETF ETF 329K 10K –
Vanguard FTSE Developed Markets ETF ETF 1M 25K –
Vanguard FTSE Emerging Markets ETF ETF 5M 115K –
Vanguard Growth Index Fund ETF ETF 72M 191K –
Vanguard Health Care ETF ETF 672K 3K –
Vanguard High Dividend Yield Index Fund ETF ETF 65M 552K –
Vanguard Information Technology Index Fund ETF ETF 830K 1K –
Vanguard Muni BND Tax Common Stock 466K 9K –
Vanguard S&P 500 ETF ETF 957K 2K –
Vanguard Short-Term Bond ETF ETF 609K 8K –
Vanguard Total Bond Market ETF ETF 606K 8K –
Vanguard Total Stock Market Index Fund ETF ETF 827K 3K –
Verizon Common Stock 388K 9K –
Vertex Pharmaceutica Common Stock 227K 484 –
Visa Inc Common Stock 8M 32K –
Wal-Mart Common Stock 2M 35K –
Walt Disney Common Stock 2M 18K –
Wells Fargo & Co Common Stock 677K 11K –
Wisdomtree Int RT HDG HGH YLD ETF ETF 393K 18K –
Zoetis Inc Common Stock 2M 13K –