Hfm Wealth Management
Hfm Wealth Management is an SEC-registered wealth manager in West Hartford, CT with $699.6M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Hfm Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105039, SEC 801-33701, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $699.6M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- West Hartford, CT
- Employees
- 10
- Clients
- 185
- CRD
- 105039
- Ownership
- QUIROS, RAFAEL, DARIO; COHEN, ANN, EUGENIE; QUIROS, KEVIN, CHARLES
How much AUM does Hfm Wealth Management have?
Hfm Wealth Management reported $699.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Hfm Wealth Management?
Disclosed owners and executives of Hfm Wealth Management include QUIROS, RAFAEL, DARIO, COHEN, ANN, EUGENIE, QUIROS, KEVIN, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.