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HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC

CRD 323171 · SEC 801-126797

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1145 EXECUTIVE CIRCLE, SUITE C, CARY, NC, 27511, United States

Phone

919-851-5512

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$119.6M

Discretionary AUM

$119.6M

Team

4 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals125$43.6M
High net worth individuals37$76.0M

States served

NC, TX

All web addresses on file

Official SEC filing: View on IAPD