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HFR WEALTH MANAGEMENT, LLC
CRD 106913 · SEC 801-50326
VT, United States
Phone
518-346-8189
Fax
518-346-9981
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$588.7M
Discretionary AUM
$588.7M
Team
6 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 202 | $73.3M |
| High net worth individuals | 159 | $436.4M |
| Charitable organizations | 10 | $78.2M |
States served
VT, AZ, CA, CO, GA, IL, MD, MA, NY, NC, OR, PA, SC, TN, VA, WA, TX, NH, CT, FL
Official SEC filing: View on IAPD