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HAYDEN HARPER WEALTH ADVISORY, LLC
CRD 152091 · SEC 801-71103
828 EAST BOULEVARD, CHARLOTTE, NC, 28203, United States
Phone
704-343-2447
Fax
704-343-4961
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.1M
Discretionary AUM
$171.1M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $6.8M |
| High net worth individuals | 34 | $146.0M |
| Pooled investment vehicles | 2 | $17.2M |
States served
GA, LA, NC, SC, TX
All web addresses on file
Official SEC filing: View on IAPD