Hrc Wealth Management, LLC
Hrc Wealth Management, LLC is an SEC-registered mass-market adviser in Moscow, ID with $487.4M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Hrc Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117212, SEC 801-106855, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $487.4M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Moscow, ID
- Employees
- 8
- Clients
- 878
- CRD
- 117212
- Ownership
- LEWIS, JERALD, BRADLEY; HAYDEN & ROSS, P.A.; JONES, DAVID, EVAN; KONEN, CADE, LEIGH; KIBLEN, ERIC, JOSEPH
How much AUM does Hrc Wealth Management, LLC have?
Hrc Wealth Management, LLC reported $487.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Hrc Wealth Management, LLC?
Disclosed owners and executives of Hrc Wealth Management, LLC include LEWIS, JERALD, BRADLEY, HAYDEN & ROSS, P.A., JONES, DAVID, EVAN, KONEN, CADE, LEIGH, KIBLEN, ERIC, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.