Overview
Assets Under Management: $171 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 34
Average Client Assets: $4.3 million
Frequently Asked Questions
HAYDEN HARPER WEALTH ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152091), HAYDEN HARPER WEALTH ADVISORY, LLC is subject to fiduciary duty under federal law.
HAYDEN HARPER WEALTH ADVISORY, LLC is headquartered in CHARLOTTE, NC.
HAYDEN HARPER WEALTH ADVISORY, LLC serves 34 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, HAYDEN HARPER WEALTH ADVISORY, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
HAYDEN HARPER WEALTH ADVISORY, LLC manages $171 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, HAYDEN HARPER WEALTH ADVISORY, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.32%
Average Client Assets: $4.3 million
Total Client Accounts: 203
Discretionary Accounts: 203
Regulatory Filings
CRD Number: 152091
Filing ID: 2078327
Last Filing Date: 2026-03-26 13:11:54