Overview
Assets Under Management: $162 million
High-Net-Worth Clients: 52
Average Client Assets: $2.7 million
Frequently Asked Questions
HONU WEALTH MANAGEMENT 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 #142563), HONU WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
HONU WEALTH MANAGEMENT serves 52 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, HONU WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
HONU WEALTH MANAGEMENT manages $162 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, HONU WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.31%
Average Client Assets: $2.7 million
Total Client Accounts: 309
Discretionary Accounts: 307
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 142563
Filing ID: 2064960
Last Filing Date: 2026-03-20 14:11:59