Hughes Wealth Management Incorporated
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,700,000
Total clients
3
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$1,900,000
About
Hughes Wealth Management provides portfolio management, financial planning, pension consulting, and alternative investment recommendations to individuals, high‑net‑worth clients, retirement plans, and business entities. The firm works with a small client base and maintains a $500,000 account minimum while managing both discretionary and non‑discretionary accounts.
The firm uses fundamental, technical, and economic analysis to construct diversified portfolios and may employ long‑ and short‑term strategies, strategic asset allocation, and sub‑advisers as appropriate. It charges percentage‑of‑AUM fees for portfolio management, offers fixed‑fee financial planning, may recommend private placements to accredited investors, and manages some client assets through the Schwab Managed Account Services wrap program.
Noteworthy differences from many peers include a disciplinary disclosure involving the firm’s principal—an SRO finding and a 2002 California Department of Insurance action that led to a restricted insurance license later removed in 2005—which the brochure fully discloses. The firm’s principal is also a licensed insurance agent who may sell commissionable insurance products, and the firm provides pension/401(k) consulting and periodic educational seminars, while focusing its practice toward HNW and institutional clients rather than non‑HNW individual retail accounts.
Client services
Expertise
Fee options
Financial planning fixed fees generally range from $2,500 to $5,000, determined per client agreement.
$500,000 - $1,000,000: 2.00% $1,000,001 - $4,999,999: 1.75% $5,000,000+: 1.00%
Account minimum: $500,000
Main office location
Hughes Wealth Management Incorporated
Hermosa Beach CA, United States
Number of offices
1
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")