HDQ WEALTH

HDQ WEALTH LLC

CRD 313427

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1100 MAIN STREET, STE. 400, KANSAS CITY, MO, 64105, United States

Phone

913-283-4423

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$49.2M

Discretionary AUM

$39.0M

Team

4 total employees; 4 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; QUALIFIED RETIREMENT PLAN SETUP FEES; REVENUE SHARING

Org form

Limited Liability Company

Filing date

2026-06-02

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsBUSINESS CONSULTING

Client types

Type	Clients	AUM
Individuals	152	$19.1M
High net worth individuals	21	$19.9M
Corporations/business entities	7	$10.2M

All web addresses on file

https://www.facebook.com/hdqwealth
https://www.instagram.com/hdqwealth/
https://www.linkedin.com/company/hdq-wealth/
https://nomadinvestor.co/
https://twitter.com/hdqwealth
https://hdqwealth.com/
https://www.youtube.com/channel/UCvT6zWQ_R_lVYPBSlHrh42g

Official SEC filing: View on IAPD