Hcr Wealth Advisors

Asset Manager SEC-registered adviser
Los Angeles, CA Website X

AUM

$2.0B
Regulatory AUM

Private funds

1
Real Estate 1

Private fund assets

$2.3M
Gross asset value

Employees

20

Last Form D raise

—

From SEC Form ADV filing (filed Aug 24, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

G
Gregory Heller
President
Source: SEC Form ADV
J
Jordan Kahn
Chief Investment Officer
Source: SEC Form ADV
S
Steven Weinberger
Senior Managing Director
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Cr ProjectReal Estate$2.3M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
108676
SEC file number
801-56452
CIK
1697715

Sources