Hfr Wealth Management, LLC
Hfr Wealth Management, LLC is an SEC-registered wealth manager with $588.7M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Hfr Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106913, SEC 801-50326, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $588.7M (2026-03-18)
- Firm type
- Wealth Manager
- Employees
- 6
- Clients
- 371
- CRD
- 106913
- Ownership
- REILLY, HERBERT, FAULKNER; REILLY III, HERBERT, FAULKNER; REILLY, MICHAEL, GLEN; REILLY IV, HERBERT, FAULKNER; Reilly, Nathan, David
How much AUM does Hfr Wealth Management, LLC have?
Hfr Wealth Management, LLC reported $588.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Hfr Wealth Management, LLC?
Disclosed owners and executives of Hfr Wealth Management, LLC include REILLY, HERBERT, FAULKNER, REILLY III, HERBERT, FAULKNER, REILLY, MICHAEL, GLEN, REILLY IV, HERBERT, FAULKNER, Reilly, Nathan, David. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.