# FHWV Financial LLC

> FHWV Financial LLC is a state-registered investment advisory firm in Los Alamitos, CA, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 146046
- Filed as: FHWV FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Alamitos, CA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146046
- AdvisorCensus page: https://advisorcensus.com/firm/fhwv-financial-llc-los-alamitos-ca-146046

## Quick answers

**How is FHWV Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), FHWV Financial LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is FHWV Financial LLC located?**
FHWV Financial LLC's principal office is in Los Alamitos, CA, according to its Form ADV.

**Is FHWV Financial LLC registered with the SEC or a state?**
FHWV Financial LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 146046.

**How much does FHWV Financial LLC manage?**
FHWV Financial LLC reports $14,812,779 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (0% discretionary).

**What types of clients does FHWV Financial LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (23); individuals (other than high net worth individuals) (2); high net worth individuals (2).

**Does FHWV Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146046

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $14,812,779
- Discretionary: $0
- Non-discretionary: $14,812,779

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $520,631 |
| High net worth individuals | 2 | $518,858 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 23 | $13,773,290 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fhwv.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FHWV Financial LLC (CRD 146046): Form ADV filing data as of October 2026.