Hcm Wealth

CRD 106158 · San Rafael, CA · $941.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 106158
SEC number: 801-48519
Firm type: RIA
Assets under management: $941.7M as of Mar 30, 2026
Website: www.linkedin.com/COMPANY/HCM-WEALTH ↗
Phone: 415-464-5650
Address: 1101 Fifth Avenue, San Rafael, CA, 94901

Advisors at this firm

4 in our index · page 1 of 1

Stuart James CrandallCRD 4991085 · San Rafael, CA

IA RegisteredRegistration inactive
Gage Thomas HouserCRD 2908419 · San Rafael, CA

IA Registered

Disclosure event(s) on record
Jake Nicholas PopoffCRD 7092533 · San Rafael, CA

IA RegisteredRegistration inactive
Steven Kelley WilkesCRD 2700539 · San Rafael, CA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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