HAMILTON WEALTH, LLC
CRD #289462 SEC #801-111079 LOS ANGELES, CA 747-208-4300
SEC Registered
Total AUM
$553.7M
Discretionary
$535.8M
Employees
4
Clients
51
Accounts
860
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $553.7M | $535.8M | $17.9M | 4 | 0 |
| Mar 2025 | $553.7M | $535.8M | $17.9M | 4 | 0 |
| Mar 2024 | $451M | $430.7M | $20.4M | 4 | 0 |
| Mar 2023 | $368.4M | $357.1M | $11.2M | 5 | 0 |
| Apr 2022 | $374.8M | $354.1M | $20.7M | 5 | 0 |
| Mar 2021 | $289.8M | $259.6M | $30.2M | 4 | 0 |
| Jul 2020 | $243.4M | $219.4M | $24.1M | 4 | 0 |
| Jun 2020 | $243.4M | $219.4M | $24.1M | 4 | 0 |
| Mar 2020 | $243.4M | $219.4M | $24.1M | 4 | 0 |
| Aug 2019 | $153.5M | $135.5M | $18M | 3 | 0 |
| Apr 2019 | $153.5M | $135.5M | $18M | 3 | 0 |
| Feb 2019 | $153.5M | $135.5M | $18M | 3 | 0 |
| Oct 2018 | $166.5M | $147.4M | $19M | 3 | 0 |
| Mar 2018 | $156.4M | $131.3M | $25.1M | 3 | 0 |
| Nov 2017 | $146.5M | $119.6M | $26.9M | 3 | 0 |
| Sep 2017 | $0 | $0 | $0 | 3 | 0 |
| Aug 2017 | $0 | $0 | $0 | 3 | 0 |
| Aug 2017 | $0 | $0 | $0 | 3 | 0 |
DateMay 2025
Total AUM$553.7M
Discretionary$535.8M
Non-Disc.$17.9M
Employees4
Clients0
DateMar 2025
Total AUM$553.7M
Discretionary$535.8M
Non-Disc.$17.9M
Employees4
Clients0
DateMar 2024
Total AUM$451M
Discretionary$430.7M
Non-Disc.$20.4M
Employees4
Clients0
DateMar 2023
Total AUM$368.4M
Discretionary$357.1M
Non-Disc.$11.2M
Employees5
Clients0
DateApr 2022
Total AUM$374.8M
Discretionary$354.1M
Non-Disc.$20.7M
Employees5
Clients0
DateMar 2021
Total AUM$289.8M
Discretionary$259.6M
Non-Disc.$30.2M
Employees4
Clients0
DateJul 2020
Total AUM$243.4M
Discretionary$219.4M
Non-Disc.$24.1M
Employees4
Clients0
DateJun 2020
Total AUM$243.4M
Discretionary$219.4M
Non-Disc.$24.1M
Employees4
Clients0
DateMar 2020
Total AUM$243.4M
Discretionary$219.4M
Non-Disc.$24.1M
Employees4
Clients0
DateAug 2019
Total AUM$153.5M
Discretionary$135.5M
Non-Disc.$18M
Employees3
Clients0
DateApr 2019
Total AUM$153.5M
Discretionary$135.5M
Non-Disc.$18M
Employees3
Clients0
DateFeb 2019
Total AUM$153.5M
Discretionary$135.5M
Non-Disc.$18M
Employees3
Clients0
DateOct 2018
Total AUM$166.5M
Discretionary$147.4M
Non-Disc.$19M
Employees3
Clients0
DateMar 2018
Total AUM$156.4M
Discretionary$131.3M
Non-Disc.$25.1M
Employees3
Clients0
DateNov 2017
Total AUM$146.5M
Discretionary$119.6M
Non-Disc.$26.9M
Employees3
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0