← Directory
HCR WEALTH ADVISORS
CRD 108676File 801-56452
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.96B
Top 25% of cohort (national)
Discretionary AUM
$1.96B
Clients
938
3,191 accounts
Employees
20
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 16, 1999
- Principal office
- 10866 WILSHIRE BLVD., SUITE 1600, LOS ANGELES, CA, 90024
- Phone
- 310-473-5445
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.96B
- Discretionary AUM
- $1.96B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,191
- Non-discretionary accounts
- 0
- Total accounts
- 3,191
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $54K |
| Charitable organizations | Fewer than 5 | $5.2M |
| High net worth individuals | 420 | $1.80B |
| Pooled investment vehicles | 1 | $2.3M |
| Pension and profit sharing plans | Fewer than 5 | $1.9M |
| Individuals (other than high net worth individuals) | 517 | $146.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.