← Back to searchVisit website
HALE & DOERR WEALTH MANAGEMENT LLC
CRD 301094
913 GULF BREEZE PKWY SUITE 13, GULF BREEZE, FL, 32561, United States
Phone
850-934-4288
Fax
850-934-7791
Registration
— (—)
Source
State registered
Total AUM
$47.5M
Discretionary AUM
$47.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 172 | $27.4M |
| High net worth individuals | 13 | $20.0M |
All web addresses on file
Official SEC filing: View on IAPD