RIA Intel›Advisers›Colorado›HAYKIN WEALTH MANAGEMENT, CORP

HAYKIN WEALTH MANAGEMENT, CORP

Advisory

DENVER, CO

Data as of Apr 14, 2026 · Source: SEC Form ADV

Average account

$187K

across 141 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 14, 2026.

Total AUM

$26M

Discretionary %

100%

Clients

103

Employees

2

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$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients103

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndOctober

Operates InCO

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

103 clients

11 high-net-worth

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

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Advisers of similar size in CO

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

PENECO INVESTMENTS LLC

GREENWOOD VILLAGE, CO

$26M

-1.4% 1Y

WEALTHEQ LLC

ERIE, CO

$26M

BRUMLEY INTERNATIONAL GROUP INCORPORATED

ENGLEWOOD, CO

$27M

-8.2% 1Y

VON RECKERS WEALTH MANAGEMENT, CORP.

$26M

BZ WEALTH ADVISORS, LLC

LITTLETON, CO

$26M

COLORADO INVESTMENT MANAGEMENT INC

DENVER, CO

$27M

+29.1% 1Y

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