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Denny Hooten

Vanmay Wealth Management
6 Years of Experience
Huntington Beach, CA
2 DisclosuresSells Insurance
View SEC Summary
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Denny Hooten is a registered investment advisor at Vanmay Wealth Management, based in Huntington Beach, CA, with 6 years of industry experience. Denny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 53 clients with $41M in assets under management.

Vanmay Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
53 clients
Average Client Portfolio
$766K average
Assets Under Management
$40.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees are generally negotiable. Third-party separately managed account strategies may incur additional sub-advisory fees (e.g., 0.35% for J.P. Morgan Investment Management).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

17011 Beach Blvd., Suite 770, Huntington Beach, CA, 92647

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History

Regulatory History (2)
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Criminal
August 1998
Final Disposition
Criminal
June 1996
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Denny is involved in several LLCs for real estate investing and his wife's media consulting and insurance businesses, dedicating minimal time to each. He also teaches graduate-level courses at USC, taking about half of his time, and is a general partner/managing member in energy development investments.

Employment History
Current Registrations
Vanmay Wealth Management
June 2026 - Present · 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2023 - June 2026 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2023 - June 2026 · 3 yrs 1 mo
LPL Financial LLCBroker
December 2021 - May 2023 · 1 yr 5 mos
LPL Financial LLC
December 2021 - May 2023 · 1 yr 5 mos
Ameriprise Financial Services, LLCBroker
February 2021 - December 2021 · 10 mos
Ameriprise Financial Services, LLC
February 2021 - December 2021 · 10 mos
Transamerica Financial Advisors, INC.
October 2020 - February 2021 · 4 mos
Transamerica Financial Advisors, INCBroker
August 2020 - February 2021 · 6 mos
State Registrations3 states
CALATX
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.
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