Fhwv Financial LLC

Public-record details

Address

11022 Winners Circle, 2nd Floor, Los Alamitos, CA 90720

Phone

(562) 598-8685

Listed under

% of assets managed

CRD number

146046

Registration

State registered: CA

Compensation (Form ADV 5.E)

Percentage of assets under management; Other (Solicitor to 3rd-Party Ria for Referral Fee)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Selection of other advisers

Regulatory assets under management

$14.8 million

Accounts managed

27

Clients reported (Form ADV 5.D)

27

Individual / high-net-worth clients

2 / 2

Employees

4

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-02-27

State registered (CA) investment adviser, CRD 146046, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 146046 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.