HRC WEALTH MANAGEMENT, LLC
CRD #117212 SEC #801-106855 MOSCOW, ID 208-882-5547
SEC Registered
Total AUM
$404.9M
Discretionary
$404.9M
Employees
8
Clients
10
Accounts
1,771
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $404.9M | $404.9M | $0 | 8 | 0 |
| Feb 2024 | $330M | $330M | $0 | 8 | 0 |
| Feb 2023 | $266M | $266M | $0 | 8 | 0 |
| Sep 2022 | $319.5M | $319.5M | $0 | 10 | 0 |
| Aug 2022 | $319.5M | $319.5M | $0 | 10 | 0 |
| Mar 2022 | $319.5M | $319.5M | $0 | 10 | 0 |
| Sep 2021 | $250M | $250M | $0 | 10 | 0 |
| Feb 2021 | $250M | $250M | $0 | 10 | 0 |
| Dec 2020 | $168.5M | $168.5M | $0 | 7 | 0 |
| Oct 2020 | $168.5M | $168.5M | $0 | 7 | 0 |
| Jun 2020 | $168.5M | $168.5M | $0 | 7 | 0 |
| Jun 2020 | $168.5M | $168.5M | $0 | 7 | 0 |
| Mar 2020 | $168.5M | $168.5M | $0 | 7 | 0 |
| Oct 2019 | $118.6M | $118.6M | $0 | 8 | 0 |
| May 2019 | $118.6M | $118.6M | $0 | 8 | 0 |
| Mar 2019 | $118.6M | $118.6M | $0 | 8 | 0 |
| Mar 2018 | $104M | $104M | $0 | 8 | 0 |
| Mar 2017 | $142.2M | $142.2M | $0 | 12 | 600 |
| Feb 2017 | $142.2M | $142.2M | $0 | 12 | 600 |
| Feb 2016 | $120M | $120M | $0 | 8 | 600 |
| Oct 2015 | $122.5M | $122.5M | $0 | 13 | 500 |
| Mar 2012 | $66.4M | $66.4M | $0 | 11 | 300 |
| Feb 2012 | $66.4M | $66.4M | $0 | 11 | 300 |
| Apr 2011 | $65.4M | $65.4M | $0 | -- | -- |
| Mar 2010 | $44.4M | $44.4M | $0 | -- | -- |
| Mar 2007 | $37.8M | $37.8M | $0 | 10 | -- |
| Nov 2006 | $34M | $34M | $0 | 10 | -- |
DateMar 2025
Total AUM$404.9M
Discretionary$404.9M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$330M
Discretionary$330M
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$266M
Discretionary$266M
Non-Disc.$0
Employees8
Clients0
DateSep 2022
Total AUM$319.5M
Discretionary$319.5M
Non-Disc.$0
Employees10
Clients0
DateAug 2022
Total AUM$319.5M
Discretionary$319.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$319.5M
Discretionary$319.5M
Non-Disc.$0
Employees10
Clients0
DateSep 2021
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees10
Clients0
DateFeb 2021
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees10
Clients0
DateDec 2020
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees7
Clients0
DateOct 2019
Total AUM$118.6M
Discretionary$118.6M
Non-Disc.$0
Employees8
Clients0
DateMay 2019
Total AUM$118.6M
Discretionary$118.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$118.6M
Discretionary$118.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees12
Clients600
DateFeb 2017
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees12
Clients600
DateFeb 2016
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees8
Clients600
DateOct 2015
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees13
Clients500
DateMar 2012
Total AUM$66.4M
Discretionary$66.4M
Non-Disc.$0
Employees11
Clients300
DateFeb 2012
Total AUM$66.4M
Discretionary$66.4M
Non-Disc.$0
Employees11
Clients300
DateApr 2011
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$44.4M
Discretionary$44.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees10
Clients--