Overview
Assets Under Management: $159 million
Headquarters: POLAND, OH
High-Net-Worth Clients: 39
Average Client Assets: $1.9 million
Frequently Asked Questions
HDA 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 #317346), HDA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HDA WEALTH MANAGEMENT, LLC is headquartered in POLAND, OH.
HDA WEALTH MANAGEMENT, LLC serves 39 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, HDA WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
HDA WEALTH MANAGEMENT, LLC manages $159 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, HDA WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.40%
Average Client Assets: $1.9 million
Total Client Accounts: 916
Discretionary Accounts: 916
Regulatory Filings
CRD Number: 317346
Filing ID: 2067743
Last Filing Date: 2026-03-10 07:54:32