# MCDONALD HARTMAN WEALTH ADVISORS

MCDONALD HARTMAN WEALTH ADVISORS of SANTA MONICA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 316031
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316031/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316031/similar
- Related entities: https://search.stillhousedata.com/firm/316031/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316031

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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.