1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HAYNIE WEALTH MANAGEMENT LLC

Map pinSALT LAKE CITY, UT
Phone(512) 537-8241
NotebookSEC #801-135227
Total AUM
$106.6M
Employees
3
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1785 WEST 2320 SOUTH
SALT LAKE CITY
UT 84119
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
(512) 537-8241
Other Offices
1

ReceiptFinancials

Total AUM
$106.6M
Accounts
578
Discretionary
$105.4M
Accounts
563
Non-Discretionary
$1.3M
Accounts
15

ContactClients

View more in analytics →

Individual Clients
121
AUM
$30M
HNW Individual Clients
35
AUM
$76.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTXUT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account