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Director of Financial Planning, Wealth Advisor · HCM Wealth

Stuart J. Crandall

CRD 4991085 · Named on Form ADV at one SEC-registered adviser

At a glance

HCM Wealth, an SEC-registered wealth manager based in SAN Rafael, CA with $942 million in regulatory assets, lists Stuart J. Crandall on its Form ADV as Director of Financial Planning, Wealth Advisor.

Firms and roles

  • HCM WealthDirector of Financial Planning, Wealth AdvisorWealth manager · SAN Rafael, CA · $942M in regulatory assets

AtlasMembers

Stuart’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Steven K. WilkesChief Executive Officer, Chief Compliance Officer, Wealth Advisor, HCM Wealth
  • Gage T. HouserPresident, Chief Financial Officer, Wealth Advisor, HCM Wealth

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stuart’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.