HW CAPITAL LLC

1437 7th Street
Suite 200
Santa Monica, California 90401
Tel: 818-489-3073

About HW CAPITAL LLC

HW CAPITAL LLC, formally registered with the SEC as HW CAPITAL LLC. The firm was established in 10/24/2018. They have over 1 offices throughout the country.

HW CAPITAL LLC is a Santa Monica, California based Financial Planning firm with nearly $288,726,739 assets under management, offering retirement planning & investment advisory services to 29 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298731
SEC#	801-114174
Assets Managed by Firm	$288,726,739
No. of Clients	29
No. of Advisors	2

Fee Structure

Fixed fees
Other (ANNUAL BONUSES IN THE CLIENT'S DISCRETION)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	29	$288,726,739
High net worth individuals	6	$288,726,739

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