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HFM WEALTH MANAGEMENT

WEST HARTFORD, CT · CRD 105039 · IAPD ↗ · 860-241-0028

$699.6MRegulatory AUM
6Advisory reps
10Employees
0Clients
51-100Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
February 2025 — HFM WEALTH MANAGEMENT moved its main office from HARTFORD, CT to WEST HARTFORD, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2024 — HFM WEALTH MANAGEMENT notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.