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HANKE & APOLONIO WEALTH ADVISORS LLC
CRD 285315 · SEC 801-131700
177 POST STREET, SUITE 800, SAN FRANCISCO, CA, 94108-4729, United States
Phone
415-781-6300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$167.3M
Discretionary AUM
$137.6M
Team
3 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $20.2M |
| High net worth individuals | 47 | $147.1M |
States served
CA, LA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD