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HANKE & APOLONIO WEALTH ADVISORS LLC

SAN FRANCISCO, CA · CRD 285315 · IAPD ↗ · 415-781-6300

$167.3MRegulatory AUM
2Advisory reps
3Employees
5Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — HANKE & APOLONIO WEALTH ADVISORS LLC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
May 2025 — HANKE & CO. WEALTH MANAGEMENT, LLC is now doing business as HANKE & APOLONIO WEALTH ADVISORS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
February 2025 — HANKE & CO. WEALTH MANAGEMENT, LLC (SAN FRANCISCO, CA) is newly SEC-registered with $145.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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