# HALL FINANCIAL WELLNESS

HALL FINANCIAL WELLNESS of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 334520
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334520/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334520/similar
- Related entities: https://search.stillhousedata.com/firm/334520/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334520

---

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.