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HA WEALTH ADVISORS INC.

CRD 325764

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2069 NORTH MAIN STREET, SUITE 200, CEDAR CITY, UT, 84721, United States

Phone

435-867-1111

Fax

4358674381

Registration

— (—)

Source

State registered

Total AUM

$85.0M

Discretionary AUM

$80.0M

Team

2 total employees; 2 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals250$80.0M
Pension/profit sharing plans3$5.0M

All web addresses on file

Official SEC filing: View on IAPD