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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

HALL PRIVATE WEALTH ADVISORS

HALL PRIVATE WEALTH ADVISORS, LLC, CRD 175335

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f4782964-7c9a-b9e9-e077-d4f51f196198

Data as of Sep 28, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Mar 23, 2015 to Sep 28, 2023
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $240MItem 5.F on the latest filing (2023-09-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $240M
Private client RAUM: $236MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 3
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 350
Individual clients: 45
High net worth clients: 79
SEC number: 801-111779
CRD: 175335
Filings on the tape: 23
First filed: Mar 23, 2015
Latest filed: Sep 28, 2023
Organised: Limited Liability Company, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HALL, AMY, H	Member	D	yes	08/2023	Aug 30, 2017	Sep 28, 2023
HALL, RUSSELL, MERTON	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	D	yes	04/2015	Mar 23, 2015	Sep 28, 2023

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Feb 16, 2023	$240M	$240M	7	3	5	n/a	n/a
2021	Feb 22, 2022	$219M	$219M	6	3	5	n/a	n/a
2020	Mar 12, 2021	$193M	$193M	6	3	1	n/a	n/a
2019	Mar 23, 2020	$130M	$130M	5	4	0	n/a	n/a
2018	Mar 11, 2019	$102M	$102M	5	4	0	n/a	n/a
2017	Mar 21, 2018	$106M	$106M	5	4	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$240M	$219M	9.9%	$130M	22.6%	7	6	5	5

Relationships

Controls (2)

← HALL, RUSSELL, MERTONOwnerMANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 23, 2015 to presentfactForm ADV
← HALL, AMY, HOwnerMEMBER, ownership code D, individual
Aug 30, 2017 to presentfactForm ADV

Registered with (3)

← RUSSELL MERTON HALLAdvisorregistration: previous registration
Apr 20, 2015 to Dec 7, 2023factForm ADV
← Natalie Lynn QuirarteAdvisorregistration: previous registration
Jan 13, 2016 to Dec 7, 2023factForm ADV
← Clark Christian EvansAdvisorregistration: previous registration
Nov 18, 2016 to Oct 31, 2023factForm ADV

Dated events

Occurred
Dec 7, 2023
Advisor changed firm
Russell Merton Hall left Hall Private Wealth Advisors for Allworth Financial, L.P. (registered 2023-11-09)
Form ADVobserved 4 days ago
Occurred
Dec 7, 2023
Advisor changed firm
Natalie Lynn Quirarte left Hall Private Wealth Advisors for Allworth Financial, L.P. (registered 2025-01-01)
Form ADVobserved 4 days ago
Occurred
Oct 31, 2023
Advisor changed firm
Clark Christian Evans left Hall Private Wealth Advisors for Highline Wealth Partners (registered 2023-10-31)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2015
First Form ADV filing
Hall Private Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f4782964-7c9a-b9e9-e077-d4f51f196198
First observed: Mar 23, 2015
Last observed: Sep 28, 2023 36 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HALL PRIVATE WEALTH ADVISORS

HALL PRIVATE WEALTH ADVISORS, LLC, CRD 175335

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f4782964-7c9a-b9e9-e077-d4f51f196198

Data as of Sep 28, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:40 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HALL, AMY, H

Member

yes

08/2023

Aug 30, 2017

Sep 28, 2023

HALL, RUSSELL, MERTON

MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER

yes

04/2015

Mar 23, 2015

Sep 28, 2023

City

State

Country

Employees

Also broker-dealer

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Feb 16, 2023

$240M

n/a

2021

Feb 22, 2022

$219M

n/a

2020

Mar 12, 2021

$193M

n/a

2019

Mar 23, 2020

$130M

n/a

2018

Mar 11, 2019

$102M

n/a

2017

Mar 21, 2018

$106M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$240M

$219M

9.9%

$130M

22.6%