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HAYES WEALTH ADVISORS, LLC
CRD 299807 · SEC 801-132559
CA, United States
Phone
(404) 905-7489
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$133.3M
Discretionary AUM
$96.6M
Team
3 total employees; 2 advisory reps; 27 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $23.1M |
| High net worth individuals | 73 | $68.8M |
| Pension/profit sharing plans | 49 | $36.7M |
| Charitable organizations | 13 | $1.2M |
| Corporations/business entities | 10 | $3.5M |
States served
CA, CO, GA, IL, LA, MI, NC, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD