Hicks & Associates Wealth Management, LLC
Hicks & Associates Wealth Management, LLC is an SEC-registered mass-market adviser in Cary, NC with $119.6M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Hicks & Associates Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323171, SEC 801-126797, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $119.6M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Cary, NC
- Employees
- 4
- Clients
- 162
- CRD
- 323171
- Ownership
- HICKS, CARMAN, THEODORE
How much AUM does Hicks & Associates Wealth Management, LLC have?
Hicks & Associates Wealth Management, LLC reported $119.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Hicks & Associates Wealth Management, LLC?
Disclosed owners and executives of Hicks & Associates Wealth Management, LLC include HICKS, CARMAN, THEODORE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.