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HANKINSON WEALTH ADVISORS LLC
CRD 293628
1041 PARKSIDE COMMONS, SUITE 103, GREENSBORO, GA, 30642, United States
Phone
706-454-0790
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$56.8M
Discretionary AUM
$56.8M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVICE ON MATTERS NOT INVOLVING SECURITIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $5.8M |
| High net worth individuals | 20 | $48.5M |
All web addresses on file
Official SEC filing: View on IAPD