SEC Form ADV · CIK 1697715

HCR WEALTH ADVISORS

Registered Investment AdviserCA
$2.0B
Assets Under Management
20
Employees
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Registration Details

CIK
1697715
Accession
crd-108676
Location
LOS ANGELES, CA
Filing Date
June 12, 2026
AUM
$2.0B
Institutional Clients
1
Employees
20
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCharitable OrganizationsCorporations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $2.3M in combined gross assets.

  • CR PROJECTReal Estate Fund$2.3M

About this Adviser

HCR WEALTH ADVISORS is a registered investment adviser headquartered in LOS ANGELES, CA, managing approximately $2.0B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.