HUBER, WEAKLAND & ASSOCIATES, INC.
Legal name: HWA FINANCIAL GROUP
CRD #120745 SEC #801-113612 ELLICOTT CITY, MD 410.696.4025
SEC Registered
Total AUM
$255.9M
Discretionary
$230.6M
Employees
4
Clients
10
Accounts
527
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $255.9M | $230.6M | $25.3M | 4 | 8 |
| Mar 2025 | $255.9M | $230.6M | $25.3M | 4 | 8 |
| Mar 2025 | $255.9M | $230.6M | $25.3M | 4 | 8 |
| Feb 2025 | $218.7M | $218.7M | $0 | 4 | 7 |
| Mar 2024 | $218.7M | $218.7M | $0 | 4 | 7 |
| Mar 2024 | $218.7M | $218.7M | $0 | 4 | 7 |
| Nov 2023 | $185.8M | $185.8M | $0 | 4 | 7 |
| Nov 2023 | $185.8M | $185.8M | $0 | 4 | 7 |
| Mar 2023 | $185.8M | $185.8M | $0 | 3 | 7 |
| Mar 2023 | $185.8M | $185.8M | $0 | 3 | 7 |
| Mar 2022 | $222.7M | $222.7M | $0 | 3 | 5 |
| Mar 2022 | $222.7M | $222.7M | $0 | 3 | 5 |
| Jan 2022 | $189M | $189M | $0 | 3 | 1 |
| Jan 2022 | $189M | $189M | $0 | 3 | 1 |
| Jan 2022 | $189M | $189M | $0 | 3 | 1 |
| Dec 2021 | $189M | $189M | $0 | 3 | 1 |
| Dec 2021 | $189M | $189M | $0 | 3 | 1 |
| Mar 2021 | $189M | $189M | $0 | 3 | 1 |
| Mar 2021 | $189M | $189M | $0 | 3 | 1 |
| Jun 2020 | $166.2M | $166.2M | $0 | 3 | 4 |
| Jun 2020 | $166.2M | $166.2M | $0 | 3 | 4 |
| Mar 2020 | $166.2M | $166.2M | $0 | 3 | 4 |
| Mar 2019 | $125.1M | $125.1M | $0 | 3 | 4 |
| Jun 2018 | $122.2M | $122.2M | $0 | 3 | 4 |
| Mar 2012 | $49.1M | $49.1M | $0 | 1 | 26 |
| Dec 2010 | $42.2M | $42.2M | $0 | 5 | -- |
| Mar 2009 | $24M | $24M | $0 | 5 | -- |
DateApr 2025
Total AUM$255.9M
Discretionary$230.6M
Non-Disc.$25.3M
Employees4
Clients8
DateMar 2025
Total AUM$255.9M
Discretionary$230.6M
Non-Disc.$25.3M
Employees4
Clients8
DateMar 2025
Total AUM$255.9M
Discretionary$230.6M
Non-Disc.$25.3M
Employees4
Clients8
DateFeb 2025
Total AUM$218.7M
Discretionary$218.7M
Non-Disc.$0
Employees4
Clients7
DateMar 2024
Total AUM$218.7M
Discretionary$218.7M
Non-Disc.$0
Employees4
Clients7
DateMar 2024
Total AUM$218.7M
Discretionary$218.7M
Non-Disc.$0
Employees4
Clients7
DateNov 2023
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees4
Clients7
DateNov 2023
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees4
Clients7
DateMar 2023
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees3
Clients7
DateMar 2023
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees3
Clients7
DateMar 2022
Total AUM$222.7M
Discretionary$222.7M
Non-Disc.$0
Employees3
Clients5
DateMar 2022
Total AUM$222.7M
Discretionary$222.7M
Non-Disc.$0
Employees3
Clients5
DateJan 2022
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees3
Clients1
DateJan 2022
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees3
Clients1
DateJan 2022
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees3
Clients1
DateDec 2021
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees3
Clients1
DateDec 2021
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees3
Clients1
DateMar 2021
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees3
Clients1
DateMar 2021
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees3
Clients1
DateJun 2020
Total AUM$166.2M
Discretionary$166.2M
Non-Disc.$0
Employees3
Clients4
DateJun 2020
Total AUM$166.2M
Discretionary$166.2M
Non-Disc.$0
Employees3
Clients4
DateMar 2020
Total AUM$166.2M
Discretionary$166.2M
Non-Disc.$0
Employees3
Clients4
DateMar 2019
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees3
Clients4
DateJun 2018
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees3
Clients4
DateMar 2012
Total AUM$49.1M
Discretionary$49.1M
Non-Disc.$0
Employees1
Clients26
DateDec 2010
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$24M
Discretionary$24M
Non-Disc.$0
Employees5
Clients--