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VanMay Wealth Management

EST. AUM
$40,618,223

CONTACTS

CLIENT ACCOUNTS
140

Firm Details

Metro area Los Angeles
CRD Number 341172
Website vanmaywealth.com
Client types

Overview

VanMay Wealth Management, LLC is an independent, fee-based registered investment adviser based in Huntington Beach, CA, founded in 2026 by wealth advisor Denny Hooten and former broadcast journalist Leyna Nguyen. The firm operates as a fiduciary and is "planning-led," building a client's financial plan before constructing an investment portfolio. Core services include financial planning, discretionary investment management, retirement planning, estate/legacy coordination, and tax-aware strategy for individuals, families, and business owners. The firm custodies client assets through Charles Schwab and Interactive Brokers and sells no proprietary products.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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