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HAYNIE WEALTH MANAGEMENT LLC

SALT LAKE CITY, UT · CRD 305852 · IAPD ↗ · (512) 537-8241

$106.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — HAYNIE WEALTH MANAGEMENT LLC (SALT LAKE CITY, UT) is newly SEC-registered with $106.6M RAUM and 3 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.