Haynie Wealth Management LLC
● SEC registered since 2026CRD 305852SEC# 801-135227Salt Lake City, UT
Reg. AUM
$106.6M
Employees
3
Accounts
578
Location
Salt Lake City, UT
Haynie Wealth Management LLC assets under management
Haynie Wealth Management LLC is an SEC-registered investment adviser based in Salt Lake City, UT. The firm has been registered since 2026. It reports $106.6 million in regulatory assets under management and employs 3 people.
Haynie Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Celina Anderza Ochoa Control | Chief Compliance Officer And Financial Advisor | Under 5% | 2021 |
| Kent Michael Christensen Control | Owner And Tax Advisor | Over 75% | 2025 |
| Mitchell James Doman Control | Financial Advisor | 10-25% | 2024 |
Frequently asked questions
How much does Haynie Wealth Management LLC manage?
Haynie Wealth Management LLC reports $106.6 million in regulatory assets under management on its Form ADV.
How many employees does Haynie Wealth Management LLC have?
Haynie Wealth Management LLC reports 3 employees.
Where is Haynie Wealth Management LLC located?
Haynie Wealth Management LLC is based in Salt Lake City, UT and has been SEC-registered since 2026.
Does Haynie Wealth Management LLC disclose fund performance?
Haynie 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 | 1785 West 2320 South, Salt Lake City, UT 84119 |
| Phone | (512) 537-8241 |
| Office hours | 8:30a.m.-5:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$106.6MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$106.6Mregulatory AUM
Discretionary $105.4MNon-discretionary $1.3M