RIA Intel›Advisers›HFR WEALTH MANAGEMENT, LLC

HFR WEALTH MANAGEMENT, LLC

Advisory

N·

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

Total AUM
$589M
1-Year AUM Growth
+10.4%
3-Year CAGR
+7.8%
Employees
4
Assets Under Management
Total AUM$589M
Discretionary AUM$589M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients357
Team
Total Employees4
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record50
First FilingMar 2, 2001
Latest FilingMar 18, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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