HALL PRIVATE WEALTH ADVISORS, LLC

Legal name: HALL PRIVATE WEALTH ADVISORS

CRD #175335 SEC #801-111779 SAN DIEGO, CA 858-263-1675

SEC Registered

Total AUM

$240.3M

Discretionary

$240.3M

Employees

Clients

Accounts

350

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 29, 2023
Branch Offices: 5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	NA	Control
LOWRY, SETH, R	I	CHIEF COMPLIANCE OFFICER & INVESTMENT ADVISER REPRESENTATIVE	NA	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL FAMILY TRUST	DE	MANAGING MEMBER	E	Control
HALL, RUSSELL, MERTON	I	MANAGING MEMBER / CCO / WEALTH ADVISER	E	Control
HALL, RUSSELL, MERTON	I	MANAGING MEMBER / CCO / WEALTH ADVISER	E	Control
HALL, RUSSELL, MERTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
HALL, RUSSELL, MERTON	I	MANAGING MEMBER & WEALTH ADVISER	E	Control
HALL, RUSSELL, MERTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
HALL, RUSSELL, MERTON	I	MANAGING MEMBER / CCO / WEALTH ADVISER	E	Control
HALL, AMY, H	I	MEMBER	D	Control
HALL, RUSSELL, MERTON	I	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, AMY, H	I	HALL FAMILY TRUST	D
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control
HALL, RUSSELL, MERTON	I	HALL FAMILY TRUST	D	Control

Registrations

Federal

Sep 29, 2023 REGISTERED

Notice Filings (5)

CA LA MN NC TX

Address

2305 HISTORIC DECATUR RD.
SUITE 100
SAN DIEGO, CA 92106
United States

Phone: 858-263-1675