# HCR WEALTH ADVISORS

HCR WEALTH ADVISORS of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108676
- Type: SEC-registered investment adviser
- SEC file number: 801-56452
- Location: 10866 WILSHIRE BLVD., SUITE 1600, LOS ANGELES, CA, 90024
- Phone: 310-473-5445
- Latest filing: 2026-07-01
- Regulatory AUM: $2.0B
- Discretionary AUM: $2.0B
- Clients: 20
- Accounts: 3,191

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Hayley Nicole Nelson | CHIEF COMPLIANCE OFFICER | — |
| Gregory Sandor Heller | PRESIDENT | — |
| Steven Jeff Weinberger | SENIOR MANAGING DIRECTOR | — |
| Lynda B Furnari | CHIEF OPERATIONS OFFICER | — |
| Jordan Lindsay Kahn | CHIEF INVESTMENT OFFICER | — |
| HELLER GREGORY SANDOR | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WEINBERGER STEVEN JEFF | CHIEF COMPLIANCE OFFICER; SENIOR MANAGING DIRECTOR | — |
| NELSON HAYLEY NICOLE | CHIEF COMPLIANCE OFFICER | — |
| PUATHASNANON SAM SUEBPONG | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (8)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2019-09-23 | regulatory | THE SEC ALLEGED THAT HCR FAILED TO REASONABLY SUPERVISE A FORMER INVESTMENT ADVISER REPRESENTATIVE AND IMPLEMENT REASONABLE COMPLIANCE-RELATED POLICIES AND PROCEDURES IN LIGHT OF WARNINGS WITH RESPECT TO THAT REPRESENTATIVE'S CONDUCT. | Final | $220K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108676/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108676/similar
- Related entities: https://search.stillhousedata.com/firm/108676/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108676

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.