Hanc Wealth Management, LLC
● SEC registered since 2019CRD 249789SEC# 801-114535Grand Rapids, MI
Reg. AUM
$492.1M
Employees
5
Accounts
1,061
Location
Grand Rapids, MI
Hanc Wealth Management, LLC assets under management
Hanc Wealth Management, LLC is an investment advisory firm registered with the SEC based in Grand Rapids, MI. The firm has been registered since 2019. It reports $492.1 million in regulatory assets under management and employs 5 people.
Hanc Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hungerford, Aldrin, Nichols & Carter, P.C. Control | Member | 50-75% | 2015 |
| Thomas Joseph Price Control | Managing Member/Cco | 50-75% | 2015 |
Frequently asked questions
How much does Hanc Wealth Management, LLC manage?
Hanc Wealth Management, LLC reports $492.1 million in regulatory assets under management on its Form ADV.
How many employees does Hanc Wealth Management, LLC have?
Hanc Wealth Management, LLC reports 5 employees.
Where is Hanc Wealth Management, LLC located?
Hanc Wealth Management, LLC is based in Grand Rapids, MI and has been SEC-registered since 2019.
Does Hanc Wealth Management, LLC disclose fund performance?
Hanc Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2910 Lucerne Drive SE, Grand Rapids, MI 49546 |
| Phone | 616-302-1558 |
| Fax | 616-949-7720 |
| Office hours | 9:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$492.1M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$492.1Mregulatory AUM
Discretionary $456.7MNon-discretionary $35.4M