Ha&W Wealth Management, LLC is a large advisory firm based in Atlanta. It manages $340.97 million of regulatory assets for 498 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Florida, Georgia, and Texas.
Ha&W Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ha&W Wealth Management, LLC is $340.97 million. The firm's AUM has grown by 142% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ha&W Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Ha&W Wealth Management, LLC performs its advisory services is located at 5 Concourse Parkway, Atlanta, GA 30328, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-898-7518 or by fax 770-351-1372. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at hawwealth.com.