Hfp Wealth Management, LLC
CRD 131525SEC# 801-80348Dallas, TX
No longer SEC-registered. Hfp Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$315.1M
Employees
5
Accounts
592
Location
Dallas, TX
Hfp Wealth Management, LLC assets under management
Hfp Wealth Management, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. It reports $315.1 million in regulatory assets under management and employs 5 people.
Hfp Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lanswan Investments, LLC Control | Owner | Over 75% | 2023 |
| Mary Sample Chastain | Chief Compliance Officer | Under 5% | 2022 |
| Steven Lee Blankenship Control | Managing Member | Under 5% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How much does Hfp Wealth Management, LLC manage?
Hfp Wealth Management, LLC reports $315.1 million in regulatory assets under management on its Form ADV.
How many employees does Hfp Wealth Management, LLC have?
Hfp Wealth Management, LLC reports 5 employees.
Where is Hfp Wealth Management, LLC located?
Hfp Wealth Management, LLC is based in Dallas, TX.
Does Hfp Wealth Management, LLC disclose fund performance?
Hfp 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 | 10440 N. Central Expressway, Suite 1540, Dallas, TX 75231 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$315.1MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$315.1Mregulatory AUM
Discretionary $315.1M