HAMILTON WEALTH, LLC

CRD 289462File 801-111079

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$697.8M

Above cohort median (national)

Discretionary AUM

$681.5M

Non-discretionary $16.3M

Clients

482

1,033 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Sep 1, 2017
Principal office: 10960 WILSHIRE BLVD, SUITE 820, LOS ANGELES, CA, 90024
Phone: 747-208-4300
Website: https://www.linkedin.com/in/jerry-newman-cfp%C2%AE-62866314/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $697.8M
Discretionary AUM: $681.5M
Non-discretionary AUM: $16.3M
Discretionary accounts: 1,030
Non-discretionary accounts: 3
Total accounts: 1,033
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$3.8M
Charitable organizations	14	$2.2M
High net worth individuals	179	$631.9M
Pension and profit sharing plans	15	$3.6M
Individuals (other than high net worth individuals)	268	$56.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

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.