VF
CFP
VF
CFP

Valentino Fehlmann

20 Years of Experience
Los Angeles, CA

Valentino Fehlmann is a CFP-designated registered investment advisor at Hamilton Wealth, LLC, based in Los Angeles, CA, with 20 years of industry experience. Valentino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 552 clients with $550M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$553.7M
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Location

10960 Wilshire Blvd, Suite 820, Los Angeles, CA, 90024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Valentino is a trustee for his father, spending minimal time on this investment-related activity. He is also involved with QIA Partners LLC, which develops investment software.

Employment History
Current Registrations
Hamilton Wealth, LLC
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - October 2021 · 13 yrs 9 mos
Wells Fargo Clearing Services, LLC
December 2007 - October 2021 · 13 yrs 10 mos
Citigroup Global Markets INC.
October 2004 - August 2006 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
September 2004 - August 2006 · 1 yr 11 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.