RIA Intel›Advisers›California›FHWV FINANCIAL LLC

FHWV FINANCIAL LLC

Advisory

LOS ALAMITOS, CA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in CA

#4,460

of 5,480 advisers by AUM

Average account

$549K

across 27 accounts

AUM per adviser

$4M

4 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$15M

Discretionary AUM$0

Non-Discretionary AUM$15M

Discretionary %0%

Total Clients27

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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