RIA Intel›Advisers›California›HAYES HART CPA'S WEALTH MANAGEMENT, INC

HAYES HART CPA'S WEALTH MANAGEMENT, INC

Advisory

CORONADO, CA

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

Rank in CA

#3,450

of 5,480 advisers by AUM

Average account

$1M

across 35 accounts

AUM per adviser

$50M

1 advisers

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

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$50M

Discretionary AUM$49M

Non-Discretionary AUM$945K

Discretionary %98.1%

Total Clients35

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

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

35 clients

14 high-net-worth

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

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

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