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HOAINVEST LLC

IRVINE, CA · CRD 343069 · IAPD ↗ · hoainvest.com · (760) 818 7035

$0Regulatory AUM
11Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
September 2026 — HOAINVEST LLC (IRVINE, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 11 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.