MCDONALD HARTMAN WEALTH ADVISORS

MCDONALD HARTMAN WEALTH ADVISORS of SANTA MONICA, CA is an SEC-registered investment adviser (CRD 316031). Regulatory assets under management: $26.3M.

Registration

• CRD: 316031
• Type: Registered investment adviser
• Location: 1541 OCEAN AVENUE, SANTA MONICA, CA, 90401
• Phone: 310-499-2443
• Latest filing: 2026-02-05
• Regulatory AUM: $26.3M
• Discretionary AUM: $26.3M
• Clients: 1
• Accounts: 75

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316031 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search