HCR Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

HCR Wealth Advisors is a Los Angeles–based registered investment advisory firm that provides personalized wealth management for high-net-worth individuals navigating complex financial needs. Its client roster includes business owners, professional athletes, divorcees, content creators and influencers, next-generation inheritors, and retirees, with guidance tailored to each situation. The firm acts as a fiduciary, prioritizing clients' interests and delivering holistic financial planning that adapts to major life events such as business exits, windfalls, divorces, or generational wealth transfers.

Although rooted in Los Angeles, the practice serves clients across the country and operates as a small to mid-sized advisory firm. Its services cover wealth management, retirement planning, business exit planning, divorce financial planning, athlete wealth management, influencer wealth strategy, estate planning, tax-efficient investing, and next-generation wealth transfer. Recent disclosures show the firm engaging in asset investments, including a stake in the Amplify AI Powered Equity ETF in late 2024, underscoring ongoing asset allocation activity.

Find HCR Wealth Advisors employees' phone numbers or email addresses

HCR Wealth Advisors Global Highlights

Location
Employees

North America
27

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  • United States Of America
    27

HCR Wealth Advisors's Leadership

  • Stylized image of a person
    T. H.
    Chief Operating Officer
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  • Stylized image of a person
    D. P.
    Senior Managing Director
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  • Stylized image of a person
    M. K.
    Managing Director
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  • Stylized image of a person
    M. M.
    Director Of Operations
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  • Stylized image of a person
    M. M.
    Senior Portfolio Manager
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    B. B.
    Senior Client Service Associate
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  • Stylized image of a person
    R. W.
    Principal
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  • Stylized image of a person
    D. M.
    Payroll And Benefits Coordinator
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HCR Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Community & Social Services

Contact profiles from HCR Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. H.
    Chief Operating Officer
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    D. P.
    Senior Managing Director
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    M. K.
    Managing Director
    Phone icon
    UNITED STATES
    Jun 03, 2026
  • Stylized image of a person
    M. M.
    Director Of Operations
    Phone icon
    UNITED STATES
    Jun 25, 2025
  • Stylized image of a person
    M. M.
    Senior Portfolio Manager
    Phone icon
    UNITED STATES
    Oct 16, 2024
  • Stylized image of a person
    B. B.
    Senior Client Service Associate
    Phone icon
    Jun 25, 2026
  • Stylized image of a person
    R. W.
    Principal
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. M.
    Payroll And Benefits Coordinator
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. W.
    Private Client Services
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    UNITED STATES
    Jul 07, 2024

Frequently Asked Questions

What is HCR Wealth Advisors known for?

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HCR Wealth Advisors was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 10866 Wilshire Boulevard Suite 1600 Los Angeles, California 90024 United States; you can contact the main corporate office by phone at . Explore HCR Wealth Advisors's company overview page for more information.

What is HCR Wealth Advisors's most common email format?

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HCR Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more HCR Wealth Advisors email formats with LeadIQ.

How many employees does HCR Wealth Advisors have currently?

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HCR Wealth Advisors has approximately 16 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are HCR Wealth Advisors's key employees and leadership?

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As of June 2026, HCR Wealth Advisors's key employees include:

  • Chief Operating Officer: T. H.
  • Senior Managing Director: D. P.
  • Managing Director: M. K.
  • Director Of Operations: M. M.
  • Senior Portfolio Manager: M. M.

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