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HA WEALTH ADVISORS INC.

Advisory

CEDAR CITY, UT

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in UT
#192
of 249 advisers by AUM
Average account
$213K
across 400 accounts
AUM per adviser
$43M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$85M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$85M
Discretionary AUM$80M
Non-Discretionary AUM$5M
Discretionary %94.1%
Total Clients253
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InTX, UT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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