Hda Wealth Management, LLC
Hda Wealth Management, LLC is an SEC-registered mass-market adviser in Poland, OH with $159.1M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Hda Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317346, SEC 801-130528, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $159.1M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Poland, OH
- Employees
- 2
- Clients
- 543
- CRD
- 317346
- Ownership
- DUNHAM, MICHAEL, JAMES; KOLLAR, MARK, THOMAS; DUNHAM, MICHAEL, J
How much AUM does Hda Wealth Management, LLC have?
Hda Wealth Management, LLC reported $159.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Hda Wealth Management, LLC?
Disclosed owners and executives of Hda Wealth Management, LLC include DUNHAM, MICHAEL, JAMES, KOLLAR, MARK, THOMAS, DUNHAM, MICHAEL, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.