Hda Wealth Management, LLC
● SEC registered since 2024CRD 317346SEC# 801-130528Poland, OH
Reg. AUM
$159.1M
Employees
2
Accounts
916
Location
Poland, OH
Hda Wealth Management, LLC assets under management
Hda Wealth Management, LLC operates as an SEC-registered investment adviser based in Poland, OH. The firm has been registered since 2024. It reports $159.1 million in regulatory assets under management and employs 2 people.
Hda Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Thomas Kollar Control | Chief Compliance Officer And Managing Member | 10-25% | 2021 |
| Michael J Dunham Control | Owner, Chief Executive Officer And Managing Member | Over 75% | 2021 |
Frequently asked questions
How much does Hda Wealth Management, LLC manage?
Hda Wealth Management, LLC reports $159.1 million in regulatory assets under management on its Form ADV.
How many employees does Hda Wealth Management, LLC have?
Hda Wealth Management, LLC reports 2 employees.
Where is Hda Wealth Management, LLC located?
Hda Wealth Management, LLC is based in Poland, OH and has been SEC-registered since 2024.
Does Hda Wealth Management, LLC disclose fund performance?
Hda 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 | 3298 Stones Throw Ave, Poland, OH 44514 |
| Phone | 330-980-0741 |
| Fax | 330-294-1954 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$159.1M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$159.1Mregulatory AUM
Discretionary $159.1M