AdvisorOS Directory
Claim Profile
BW

Brian Weissert

HW CAPITAL LLC·SANTA MONICA, California
Unclaimed Profile
1437 7TH STREET, SANTA MONICA, CA 90401CRD# 7021540Firm CRD# 298731
01

About

Brian Weissert is a registered financial advisor based in SANTA MONICA, California, affiliated with HW CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
HW CAPITAL LLC
HW CAPITAL LLC
AUM
$289M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at HW CAPITAL LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Subscription fees
Other: ANNUAL BONUSES IN THE CLIENT'S DISCRETION
Regulatory
SEC/IARD CRD# 7021540
Firm CRD# 298731
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA MONICA?

Browse all registered financial advisors in SANTA MONICA, California or claim this profile if it's yours.

Browse SANTA MONICA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Weissert offer?
Brian Weissert specializes in Investment Management. Contact their office in SANTA MONICA, California for a consultation.
What are Brian Weissert's credentials?
Brian Weissert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Weissert located?
Brian Weissert is based in SANTA MONICA, California, working with HW CAPITAL LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Brian Weissert charge for services?
Brian Weissert's firm is compensated through subscription fees, other: annual bonuses in the client's discretion. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HW CAPITAL LLC?
HW CAPITAL LLC has approximately 2 employees and manages $289M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at HW CAPITAL LLC

Paul Galarneaux Haaga Iii
SANTA MONICA, CA

More Advisors in SANTA MONICA, California

Jeffrey Adam Jacobs
OCEAN AVENUE CAPITAL ADVISORS, INC.·SANTA MONICA, CA
Lawrence Ross Goodfriend
OCEAN AVENUE CAPITAL ADVISORS, INC.·SANTA MONICA, CA
Jeffrey Albert Morris Jr.
CHAPTER ONE, PAGE ONE LLC·SANTA MONICA, CA
Benjamin Marcus
UP PARTNERS MANAGEMENT COMPANY, LLC·SANTA MONICA, CA
Eric A Lee
FIFTH WALL ASSET MANAGEMENT, LLC·SANTA MONICA, CA
Kimberly Swenson Mueller
PULSE INVESTMENT PARTNERS LLC·SANTA MONICA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile