Haverdink Financial Management, LLC
Haverdink Financial Management, LLC is an SEC-registered wealth manager in Portage, MI with $220.4M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Haverdink Financial Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131236, SEC 801-112557, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $220.4M (2026-01-23)
- Firm type
- Wealth Manager
- Location
- Portage, MI
- Employees
- 3
- Clients
- 181
- CRD
- 131236
- Ownership
- HAVERDINK, KEVIN, DEAN; HAVERDINK, LAURA, LEE; THE KEVIN AND LAURA HAVERDINK REVOCABLE TRUST
How much AUM does Haverdink Financial Management, LLC have?
Haverdink Financial Management, LLC reported $220.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns Haverdink Financial Management, LLC?
Disclosed owners and executives of Haverdink Financial Management, LLC include HAVERDINK, KEVIN, DEAN, HAVERDINK, LAURA, LEE, THE KEVIN AND LAURA HAVERDINK REVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.