HCR WEALTH ADVISORS
CRD #108676 SEC #801-56452 LOS ANGELES, CA 310-473-5445
SEC Registered Private Funds
Total AUM
$1.7B
Discretionary
$1.7B
Employees
19
Clients
25
Accounts
3,205
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 10, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Furnari, Lynda, B | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Furnari, Lynda, B | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Furnari, Lynda, B | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Furnari, Lynda, B | I | CHIEF OPERATIONS OFFICER | NA | Control |
| KAHN, JORDAN, LINDSAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KAHN, JORDAN, LINDSAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KAHN, JORDAN, LINDSAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| NELSON, HAYLEY, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| NELSON, HAYLEY, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| NELSON, HAYLEY, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| NELSON, HAYLEY, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| NELSON, HAYLEY, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| NELSON, HAYLEY, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| NELSON, HAYLEY, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| NELSON, HAYLEY, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| NELSON, HAYLEY, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| NELSON, HAYLEY, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUATHASNANON, SAM, SUEBPONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | NA | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| HELLER, GREGORY, SANDOR | I | PRESIDENT | E | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
| WEINBERGER, STEVEN, JEFF | I | SENIOR MANAGING DIRECTOR | C | Control |
Registrations
Federal
IA
Apr 10, 2025 REGISTERED
Notice Filings (18)
AZ CA CO CT FL GA HI IL LA MD NJ NV NY OH OR PA TX WA
Address
10866 WILSHIRE BLVD.SUITE 1600
LOS ANGELES, CA 90024
United States
Phone: 310-473-5445