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HDA WEALTH MANAGEMENT, LLC
CRD 317346 · SEC 801-130528
3298 STONES THROW AVE, POLAND, OH, 44514, United States
Phone
330-980-0741
Fax
330-294-1954
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.1M
Discretionary AUM
$159.1M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 501 | $85.1M |
| High net worth individuals | 39 | $73.8M |
| Corporations/business entities | 3 | $201K |
States served
NE, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD