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HCR WEALTH ADVISORS

LOS ANGELES, CA · CRD 108676 · IAPD ↗ · 310-473-5445

$1.96BRegulatory AUM
9Advisory reps
20Employees
0Clients
26-50Planning clients
1Private funds
15States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — HCR WEALTH ADVISORS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2025 — HCR WEALTH ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2025 — HCR WEALTH ADVISORS grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2024 — HCR WEALTH ADVISORS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.