Overview
Assets Under Management: $107 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 35
Average Client Assets: $2.2 million
Frequently Asked Questions
HAYNIE WEALTH MANAGEMENT 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 #305852), HAYNIE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
HAYNIE WEALTH MANAGEMENT LLC is headquartered in SALT LAKE CITY, UT.
HAYNIE WEALTH MANAGEMENT LLC serves 35 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, HAYNIE WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HAYNIE WEALTH MANAGEMENT LLC manages $107 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, HAYNIE WEALTH MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.84%
Average Client Assets: $2.2 million
Total Client Accounts: 578
Discretionary Accounts: 563
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 305852
Filing ID: 2072844
Last Filing Date: 2026-03-13 17:15:12