HCM Wealth

Overview

HCM Wealth is an SEC registered investment adviser based in San Rafael, CA, registered since 1995. It reports $942M in assets under management across 779 accounts, with 7 employees. It has 4 investment adviser representatives.

Reported AUM

$942M

Discretionary

100%

Accounts

779

Average account

$1.2M

Employees

7

Advisory reps

4

Registered since

1995

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Steven Kelley Wilkes Chief Executive Officer, Chief Compliance Officer, Wealth Advisor CRD 2700539
• Gage Thomas Houser President, Chief Financial Officer, Wealth Advisor CRD 2908419
• Stuart James Crandall Director of Financial Planning, Wealth Advisor CRD 4991085

Advisory reps 3 of 4

• Stuart James Crandall Investment Adviser Rep CRD 4991085
• Gage Thomas Houser Investment Adviser Rep CRD 2908419
• Jake Nicholas Popoff Investment Adviser Rep CRD 7092533

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

1101 5th Ave Ste 160
San Rafael, CA 94901

County

Marin

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: hcm-wealth.com

Every state, with registration dates

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