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HAYES HART CPA'S WEALTH MANAGEMENT, INC
CRD 300030
1001 B AVENUE, SUITE 211, CORONADO, CA, 92118, United States
Phone
619-435-4195
Fax
619-435-4713
Registration
— (—)
Source
State registered
Total AUM
$50.4M
Discretionary AUM
$49.5M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $5.9M |
| High net worth individuals | 14 | $36.1M |
| Pension/profit sharing plans | 1 | $2.9M |
| Charitable organizations | 1 | $5.4M |
| Corporations/business entities | 3 | $144K |
All web addresses on file
Official SEC filing: View on IAPD