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HAMMOND ILES WEALTH ADVISORS

WETHERSFIELD, CT · CRD 136372 · IAPD ↗ · 860-258-2600

$474.9MRegulatory AUM
5Advisory reps
7Employees
85Clients
11-25Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — HAMMOND ILES WEALTH ADVISORS notice-filed in MD, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — HAMMOND ILES WEALTH ADVISORS reported RAUM up 262% ($107.1M -> $387.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
March 2024 — HAMMOND ILES WEALTH ADVISORS shrank from 11 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
March 2024 — HAMMOND ILES WEALTH ADVISORS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
March 2024 — HAMMOND ILES WEALTH ADVISORS reported RAUM up 30% ($82.1M -> $107.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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