# Hamilton Wealth, LLC

> Hamilton Wealth, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 289462
- Filed as: HAMILTON WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289462
- AdvisorCensus page: https://advisorcensus.com/firm/hamilton-wealth-llc-los-angeles-ca-289462

## Quick answers

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

**How much does Hamilton Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hamilton Wealth, LLC located?**
Hamilton Wealth, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Hamilton Wealth, LLC registered with the SEC or a state?**
Hamilton Wealth, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289462.

**How much does Hamilton Wealth, LLC manage?**
Hamilton Wealth, LLC reports $697,826,133 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (98% discretionary).

**How have Hamilton Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Hamilton Wealth, LLC: Regulatory assets under management: $289,784,419 in the October 2021 data and $697,826,133 in the October 2026 data, up 141%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hamilton Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (268); high net worth individuals (179); pension and profit sharing plans (but not the plan participants or government pension plans) (15).

**Which custodians does Hamilton Wealth, LLC use?**
Hamilton Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hamilton Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289462

**What changed in Hamilton Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $553,713,239 to $697,826,133 (+26%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states)

> The maximum annual fee for this service will not exceed 0.75 % Fees are billed on a pro- rata basis monthly or quarterly in advance or in arrears based on the percentage of Plan assets under management as indicated in the signed consulting agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $697,826,133
- Discretionary: $681,489,500
- Non-discretionary: $16,336,633

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 268 | $56,395,993 |
| High net worth individuals | 179 | $631,892,431 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $3,576,400 |
| Charitable organizations | 14 | $2,186,825 |
| Corporations or other businesses not listed above | 6 | $3,774,484 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, MI, NH, NV, NY, OH, OR, PA, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hamiltonwealthco.com
- LinkedIn @hamilton-wealth
- LinkedIn @jerry-newman-cfp®-62866314
- X @hamilton_wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $289,784,419 | 4 | March 8, 2021 |
| October 2022 | $374,750,000 | 5 | April 7, 2022 |
| October 2023 | $368,364,686 | 5 | March 20, 2023 |
| October 2024 | $451,036,387 | 4 | March 20, 2024 |
| October 2025 | $553,713,239 | 4 | May 7, 2025 |
| October 2026 | $697,826,133 | 4 | March 27, 2026 |

Regulatory assets under management: $289,784,419 in the October 2021 data and $697,826,133 in the October 2026 data, up 141%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $553,713,239 to $697,826,133 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hamilton Wealth, LLC (CRD 289462): Form ADV filing data as of October 2026.