RIA Intel›Advisers›Illinois›NASH HASTY PRIVATE WEALTH MANAGEMENT, LLC

NASH HASTY PRIVATE WEALTH MANAGEMENT, LLC

Advisory

PEORIA, IL

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in IL

#1,139

of 1,719 advisers by AUM

Average account

$264K

across 242 accounts

AUM per adviser

$64M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$64M

Discretionary AUM$51M

Non-Discretionary AUM$13M

Discretionary %79.7%

Total Clients123

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

123 clients

20 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

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

WINIECKI WEALTH MANAGEMENT, LLC

$64M

EFFICIENT CAPITAL MANAGEMENT, LLC

$64M

BRADFORD CAPITAL MANAGEMENT, LLC

$63M

OKEEFE & ASSOCIATES, P.C.

$65M

RP ZEIGLER INVESTMENT SERVICES, INC

$65M

SCULLY CAPITAL MANAGEMENT, LLC

$65M

Get the full picture on NASH HASTY PRIVATE WEALTH MANAGEMENT, LLC

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

Create a free account →See plans