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HALE & DOERR WEALTH MANAGEMENT LLC

Advisory

GULF BREEZE, FL

Data as of Jul 15, 2026 · Source: SEC Form ADV

Rank in FL
#1,646
of 2,610 advisers by AUM
Average account
$122K
across 390 accounts
AUM per adviser
$24M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM
$47M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$47M
Discretionary AUM$47M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients185
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, FL, GA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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