Hamilton Wealth

What Hamilton Wealth does

Hamilton Wealth, LLC is a privately held, SEC-registered Registered Investment Advisory (RIA) firm headquartered in Los Angeles, California, founded in 2017 by Randy Hamilton after more than 25 years in the financial industry, including a career start at Merrill Lynch in 1992. Operating under a fiduciary standard, the firm serves a niche client base of high net worth individuals, professional athletes, musicians, and artists whose financial planning needs include multi-decade retirement planning, healthcare cost funding, education savings, longevity planning, and managing irregular income or shortened career earning windows. The firm does not charge commissions and instead operates on a recurring advisory fee model, partnering with clients' existing CPAs and attorneys to coordinate planning.

The firm offers four integrated core services: Financial Planning (goals-based multi-decade plans), Asset Management (thematic portfolios built around Global Aging, Digital Revolution, Global Growth, and Cash Flow using low-cost, tax-efficient index funds and ETFs, anchored to Harry Markowitz's efficient frontier methodology), Insurance (life and long-term care), and Education Planning (529 savings plans). Operations are supported by third-party technology platforms, including Orion Advisor for the client portal and Riskalyze for risk tolerance assessment and portfolio stress testing, with no proprietary technology stack disclosed.

Hamilton Wealth is founder-owned and operates with a small team of fewer than ten people, including two CFP-certified planners (Jerry Newman as Director of Comprehensive Planning and Valentino Fehlmann in investment portfolio management and divorce financial analysis) plus Barbara Lopez as Director of Client Services. Distribution is direct-to-client, supplemented by referrals from clients' professional advisors and a content marketing program anchored by a regularly published blog. The firm has no institutional investors, no disclosed funding rounds, no M&A activity, and no public revenue or AUM disclosures, positioning it as an independent boutique advisory practice rather than a scaling platform.

Name

Hamilton Wealth

Legal name

Hamilton Wealth, LLC

Website

https://hamiltonwealthco.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Hamilton Wealth is a Los Angeles-based, SEC-registered fiduciary RIA founded in 2017 that serves high net worth individuals, professional athletes, musicians, and artists with financial planning, asset management, insurance, and education planning services on a recurring advisory fee model.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Asset management
• Retirement planning

Headquarters

HQ city

Encino

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Advisory Services: Fee-based advisory services offered to clients where Hamilton Wealth and its representatives are properly licensed. Registered Investment Adviser regulated by SEC.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Hamilton Wealth is a Registered Investment Advisory firm that delivers four integrated services: Financial Planning (multi-decade retirement, longevity, and healthcare cost planning), Asset Management (low-cost tax-efficient index funds and ETFs guided by Modern Portfolio Theory and the efficient frontier), Insurance (life and long-term care solutions), and Education Planning (529 college savings plans). The firm operates under a fiduciary standard and partners with clients' CPAs and attorneys to coordinate comprehensive wealth management for high net worth individuals, musicians, artists, and professional athletes.

Product overview

Hamilton Wealth operates as a unified Registered Investment Advisory firm offering four integrated core services: Financial Planning (multi-decade retirement strategy, longevity planning, healthcare funding, supporting aging parents), Asset Management (low-cost index funds and ETFs guided by Modern Portfolio Theory, structured around themes like Global Aging), Insurance (life insurance and long-term care solutions), and Education Planning (529 college savings plans). The firm is held to a fiduciary standard and partners with clients and their professional advisors (CPAs, attorneys) to achieve financial objectives.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive multi-decade retirement strategy covering funding rising healthcare costs, supporting aging parents, longevity planning, and goals-based personalized financial plans for high net worth individuals, professional athletes, musicians, and artists.
• Asset Management Investment portfolio management guided by Nobel Laureate Harry Markowitz and the efficient frontier, utilizing low-cost tax-efficient index funds and ETFs with portfolios built around themes like Global Aging for sustainable long-term wealth growth.
• Insurance Life insurance and long-term care planning to protect loved ones from unexpected loss of life and future care needs, addressing healthcare costs impact on retirement.
• Education Planning College education funding using low-cost, tax-efficient 529 Education Savings Plans designed to avoid burdening children with student loans.

Quantifiable outcome

• Portfolio returns benchmarked against 60/40 allocation
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• Client CPAs and AttorneyscoreStrategic or Co-development PartnerFirm explicitly partners with clients' professional advisors including CPAs and attorneys to help clients achieve financial objectives through coordinated planning

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Cresset: Cresset is a multi-family office and RIA serving HNW individuals and families, with particular depth in serving athletes, entertainers, and founders. Direct competitor to Hamilton Wealth given overlapping athlete/entertainment clientele and fiduciary comprehensive wealth management model.
• Concentric Wealth Advisors: Concentric Wealth Advisors is a boutique RIA providing comprehensive financial planning and investment management to HNW clients. Comparable in size, fiduciary positioning, and integrated financial planning + asset management model to Hamilton Wealth.
• Homrich Berg: Homrich Berg is an Atlanta-based RIA providing wealth management, investment advisory, and family office services to HNW clients. Comparable in fiduciary RIA model and HNW client focus, though serving a different regional market.
• Lebenthal Wealth Advisors: Lebenthal Wealth Advisors is a HNW wealth management and advisory firm with long-tenured advisors serving affluent and HNW individuals. Comparable to Hamilton Wealth in fiduciary advisory positioning and HNW focus.

Broad incumbents

• CAPTRUST: CAPTRUST is a large RIA providing investment advisory, financial planning, and wealth management to HNW individuals, families, and institutions. Comparable comprehensive fiduciary offering to Hamilton Wealth but with significantly broader institutional and retail reach.
• Moneta Group: Moneta Group is one of the largest independent RIAs in the U.S., serving HNW individuals and families with comprehensive wealth management. Comparable fiduciary full-service model to Hamilton Wealth but operating at substantially larger scale.
• Mercer Advisors: Mercer Advisors is a national RIA providing comprehensive wealth management, tax, estate, and investment services to HNW households. Comparable to Hamilton Wealth's comprehensive fiduciary offering but with national scale and broader service capabilities.
• Creative Planning: Creative Planning is a large national RIA offering comprehensive wealth management, tax, estate, and investment services to HNW clients. It is comparable to Hamilton Wealth's full-service fiduciary offering but operates at much greater scale across all HNW segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/hamilton_wealth
• LinkedInlinkedin.com/company/hamilton-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hamilton Wealth