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HAYES WEALTH ADVISORS, LLC

· CRD 299807 · IAPD ↗ · hayeswealthadvisors.com · (404) 905-7489

$133.3MRegulatory AUM
2Advisory reps
3Employees
27Clients
11-25Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — HAYES WEALTH ADVISORS, LLC reported RAUM up 31% ($102.1M -> $133.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2025 — HAYES WEALTH ADVISORS, LLC (location n/a) is newly SEC-registered with $102.1M 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.