HALL FINANCIAL WELLNESS

HALL FINANCIAL WELLNESS of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 334520). Regulatory assets under management: $3.6M.

Registration

• CRD: 334520
• Type: Registered investment adviser
• Location: 4000 MACARTHUR BLVD., NEWPORT BEACH, CA, 92660
• Phone: 213-787-4015
• Latest filing: 2026-02-13
• Regulatory AUM: $3.6M
• Non-discretionary AUM: $3.6M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334520 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search