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HAYNIE WEALTH MANAGEMENT LLC
CRD 305852 · SEC 801-135227
1785 WEST 2320 SOUTH, SALT LAKE CITY, UT, 84119, United States
Phone
(512) 537-8241
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$106.6M
Discretionary AUM
$105.4M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $30.0M |
| High net worth individuals | 35 | $76.6M |
States served
CA, CO, UT, TX
All web addresses on file
- https://www.linkedin.com/in/mitch--doman/
- https://www.hayniewealth.com/
- https://twitter.com/HaynieWealth
- https://www.facebook.com/hayniewealth
- https://www.linkedin.com/company/haynie-wealth
- https://www.linkedin.com/in/celina-o-606407202/
- https://x.com/HaynieWealth
- https://www.linkedin.com/in/kent-christensen-3371a284/
- https://www.linkedin.com/in/racheljenson123/
Official SEC filing: View on IAPD