RIA Intel›Advisers›Florida›HAYDEN LIPP FINANCIAL SERVICES, LLC

HAYDEN LIPP FINANCIAL SERVICES, LLC

Advisory

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in FL

#2,080

of 2,610 advisers by AUM

Average account

$214K

across 70 accounts

AUM per adviser

$15M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$15M

Discretionary %

0%

Clients

12

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$15M

Discretionary AUM$0

Non-Discretionary AUM$15M

Discretionary %0%

Total Clients12

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

12 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

ELEVATION HAVEN FINANCIAL LLC

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FENDZ ASSET MANAGEMENT, INC.

CORAL GABLES, FL

$15M

SENTINEL INVESTMENT PLANNING, LLC

$15M

JOHNEDIS JR., DANIEL J.

$15M

BFA WEALTH MANAGEMENT, LLC

DELRAY BEACH, FL

$15M

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