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HFR WEALTH MANAGEMENT, LLC

· CRD 106913 · IAPD ↗ · 518-346-8189

$588.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — HFR WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($465.1M -> $513.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2024 — HFR WEALTH MANAGEMENT, LLC notice-filed in IL.
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.