Hcr Wealth Advisors
● SEC registered since 1999CRD 108676SEC# 801-56452Los Angeles, CA
Ranks #2,207 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.96B
Fund GAV
$2.3M
Private funds
1
Employees
20
Accounts
3,191
Location
Los Angeles, CA
Hcr Wealth Advisors assets under management
Hcr Wealth Advisors is an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 1999. It reports $2 billion in regulatory assets under management and employs 20 people. Hcr Wealth Advisors manages 1 private fund with combined gross assets of $2.3 million, including Cr Project. By regulatory assets, it ranks 2,207 of 6,004 private fund managers.
Hcr Wealth Advisors private funds
1 funds · $2.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cr Project | Real Estate | $2.3M | $100K |
Hcr Wealth Advisors owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Sandor Heller Control | President | Over 75% | 1988 |
| Hayley Nicole Nelson | Chief Compliance Officer | Under 5% | 2024 |
| Jordan Lindsay Kahn Control | Chief Investment Officer | Under 5% | 2015 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Hcr Wealth Advisors manage?
Hcr Wealth Advisors reports $2 billion in regulatory assets under management on its Form ADV.
How many private funds does Hcr Wealth Advisors manage?
Hcr Wealth Advisors manages 1 private funds with combined gross assets of $2.3 million.
How many employees does Hcr Wealth Advisors have?
Hcr Wealth Advisors reports 20 employees.
Where is Hcr Wealth Advisors located?
Hcr Wealth Advisors is based in Los Angeles, CA and has been SEC-registered since 1999.
Does Hcr Wealth Advisors disclose fund performance?
Hcr Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10866 Wilshire Blvd., Suite 1600, Los Angeles, CA 90024 |
| Phone | 310-473-5445 |
| Fax | 310-473-5775 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1697715 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.96B▲ 30%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
AUM vs fund managersTop 37%
Larger than 63% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$1.96Bregulatory AUM
Discretionary $1.96B
Service providers
Auditor