Hfr Wealth Management, LLC
● SEC registered since 1995CRD 106913SEC# 801-50326
Reg. AUM
$588.7M
Employees
6
Accounts
851
Location
—
Hfr Wealth Management, LLC assets under management
Hfr Wealth Management, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 1995. It reports $588.7 million in regulatory assets under management and employs 6 people.
Hfr Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Herbert Faulkner Reilly III Control | President & Chief Compliance Officer | Over 75% | 2004 |
| Herbert Faulkner Reilly IV | Vice President | 5-10% | 2021 |
| Michael Glen Reilly | Vice President And Chief Technology Officer | 5-10% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Hfr Wealth Management, LLC manage?
Hfr Wealth Management, LLC reports $588.7 million in regulatory assets under management on its Form ADV.
How many employees does Hfr Wealth Management, LLC have?
Hfr Wealth Management, LLC reports 6 employees.
Does Hfr Wealth Management, LLC disclose fund performance?
Hfr Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 518-346-8189 |
| Fax | 518-346-9981 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$588.7M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$588.7Mregulatory AUM
Discretionary $588.7M