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Building 2HAYES WEALTH ADVISORS, LLC

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Phone(404) 905-7489
NotebookSEC #801-132559
Total AUM
$133.3M
Employees
3
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(404) 905-7489

ReceiptFinancials

Total AUM
$133.3M
Accounts
668
Discretionary
$96.6M
Accounts
619
Non-Discretionary
$36.7M
Accounts
49

ContactClients

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Individual Clients
47
AUM
$23.1M
HNW Individual Clients
73
AUM
$68.8M
Pension/Profit Sharing Plan Clients
49
AUM
$36.7M
Charitable Organization Clients
13
AUM
$1.2M
Corporation or Business Clients
10
AUM
$3.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILLAMINCPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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