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HAPANOWICZ FINANCIAL

PITTSBURGH, PA · CRD 157523 · IAPD ↗ · hapfinancial.com · 412-261-5966

$622.3MRegulatory AUM
7Advisory reps
13Employees
12Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — HAPANOWICZ FINANCIAL reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
58
March 2025 — HAPANOWICZ & ASSOCIATES WEALTH MANAGEMENT is now doing business as HAPANOWICZ FINANCIAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
March 2025 — HAPANOWICZ FINANCIAL crossed $500M in regulatory AUM ($497.4M -> $574.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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