RIA Intel›Advisers›Missouri›HDQ WEALTH LLC

HDQ WEALTH LLC

Advisory

KANSAS CITY, MO

Data as of Aug 18, 2026 · Source: SEC Form ADV

Rank in MO
#324
of 342 advisers by AUM
Average account
$273K
across 180 accounts
AUM per adviser
$16M
3 advisers

Source: SEC Form ADV. Figures as filed Aug 18, 2026.

Total AUM
$49M
Discretionary %
79.3%
Clients
180
Employees
3

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$49M
Discretionary AUM$39M
Non-Discretionary AUM$10M
Discretionary %79.3%
Total Clients180
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, FL, KS, LA, MO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

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

MAYFAIR FINANCIAL, LLC
$49M
DOUGLAS BAGWELL & CO., LLC
SPRINGFIELD, MO
$49M
BRIDGEWATER ADVISORY GROUP LLC
CRYSTAL CITY, MO
$50M
YOUNG PAUL HELMER JR
ST LOUIS, MO
$50M
-8.8% 1Y
C3 HOLDINGS LLC
KANSAS CITY, MO
$50M
-16.7% 1Y
HERZOG FINANCIAL GROUP, LLC
SAINT LOUIS, MO
$48M

Get the full picture on HDQ WEALTH LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HDQ WEALTH LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans