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HDA WEALTH MANAGEMENT, LLC

POLAND, OH · CRD 317346 · IAPD ↗ · hdawealth.com · 330-980-0741

$159.1MRegulatory AUM
2Advisory reps
2Employees
1Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — HDA WEALTH MANAGEMENT, LLC reported RAUM up 34% ($119.1M -> $159.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2025 — HDA WEALTH MANAGEMENT, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2024 — HDA WEALTH MANAGEMENT, LLC (POLAND, OH) 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.