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FHWV FINANCIAL LLC
CRD 146046
11022 WINNERS CIRCLE, 2ND FLOOR, LOS ALAMITOS, CA, 90720, United States
Phone
(562) 598-8685
Fax
(562) 598-6365
Registration
— (—)
Source
State registered
Total AUM
$14.8M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; SOLICITOR TO 3RD-PARTY RIA FOR REFERRAL FEE
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Selection of other advisersSOLICITOR TO 3RD-PARTY TO RIA FOR REFERRAL FEE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $521K |
| High net worth individuals | 2 | $519K |
| Pension/profit sharing plans | 23 | $13.8M |
All web addresses on file
Official SEC filing: View on IAPD