Nhan Vuong is a registered investment advisor at Fhwv Financial LLC, based in Los Alamitos, CA, with 17 years of industry experience. Nhan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FHWV Financial offers investment advisory services through managed accounts on third-party platforms. The fee for these services ranges from 0.50% to 1.00% of your account value. This fee is calculated by the platform sponsor (SEI or American Funds) and paid directly to FHWV Financial. FHWV Financial does not have the authority to deduct fees directly from client accounts.
Location
11022 Winners Circle, 2nd Floor, Los Alamitos, CA, 90720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nhan is a partner in a CPA firm, Fleischmann Holmes, Bozanic & Vuong LLP, dedicating nearly all of his time to this role. Nhan is also listed on the ADV of an RIA that he owns, which was established to receive referral fees and has no assets under management.
Employment History
Current Registrations
Fhwv Financial LLC
State Registrations1 state
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