Hippocratic Financial Advisors

CRD 169481 · Westlake Village, CA · $229.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 169481
SEC number: 801-130237
Firm type: RIA
Assets under management: $229.0M as of May 7, 2026
Website: www.linkedin.com/company/hippocratic ↗
Phone: 866-447-2380
Address: 30700 Russell Ranch Road, Westlake Village, CA, 91362

Advisors at this firm

4 in our index · page 1 of 1

Susan R CopelandCRD 6222877 · Homewood, AL

IA Registered
Ravi DavisCRD 5677392 · Westlake Village, CA

IA Registered
Deron DongCRD 5762028 · San Pedro, CA

IA Registered
Andrew Michael Van TreeckCRD 7854445 · Pittsburgh, PA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 169481 ↗ FINRA BrokerCheck record for firm CRD 169481 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.