HAYDEN HARPER WEALTH ADVISORY, LLC
CRD #152091 SEC #801-71103 CHARLOTTE, NC 704-343-2447
SEC Registered Private Funds
Total AUM
$168.8M
Discretionary
$168.8M
Employees
7
Clients
0
Accounts
226
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $168.8M | $168.8M | $0 | 7 | 0 |
| Jul 2025 | $168.8M | $168.8M | $0 | 7 | 0 |
| Mar 2025 | $168.8M | $168.8M | $0 | 7 | 0 |
| Mar 2024 | $119.1M | $119.1M | $0 | 4 | 0 |
| Apr 2023 | $110.3M | $110.3M | $0 | 4 | 0 |
| Mar 2023 | $110.3M | $110.3M | $0 | 4 | 0 |
| Dec 2022 | $124.5M | $124.5M | $0 | 6 | 0 |
| Nov 2022 | $124.5M | $124.5M | $0 | 6 | 0 |
| Aug 2022 | $124.5M | $124.5M | $0 | 6 | 0 |
| Mar 2022 | $124.5M | $124.5M | $0 | 6 | 0 |
| Mar 2021 | $140.7M | $140.7M | $0 | 6 | 0 |
| May 2020 | $113.9M | $113.9M | $0 | 5 | 0 |
| Feb 2020 | $113.9M | $113.9M | $0 | 5 | 0 |
| Aug 2019 | $110.7M | $110.7M | $0 | 8 | 2 |
| Mar 2019 | $110.7M | $110.7M | $0 | 8 | 2 |
| Nov 2018 | $108.6M | $108.6M | $0 | 6 | 19 |
| Mar 2018 | $108.6M | $108.6M | $0 | 6 | 19 |
| Mar 2017 | $115.6M | $115.6M | $0 | 6 | 26 |
| Mar 2017 | $115.6M | $115.6M | $0 | 6 | 26 |
| Dec 2016 | $101.5M | $101.5M | $0 | 7 | 200 |
| Oct 2016 | $101.5M | $101.5M | $0 | 7 | 200 |
| Mar 2016 | $101.5M | $101.5M | $0 | 7 | 200 |
| Mar 2015 | $138.6M | $138.6M | $0 | 10 | 200 |
| Jan 2015 | $110.8M | $110.8M | $0 | 9 | 250 |
| Nov 2014 | $110.8M | $110.8M | $0 | 9 | 250 |
| Mar 2014 | $110.8M | $110.8M | $0 | 9 | 250 |
| Sep 2013 | $103.7M | $103.7M | $0 | 10 | 300 |
| Jun 2013 | $103.7M | $103.7M | $0 | 10 | 300 |
| Apr 2013 | $103.7M | $103.7M | $0 | 10 | 300 |
| Mar 2013 | $103.7M | $103.7M | $0 | 10 | 300 |
| Nov 2012 | $107.2M | $107.2M | $0 | 10 | 200 |
| Jul 2012 | $107.2M | $107.2M | $0 | 11 | 200 |
| Feb 2012 | $107.2M | $107.2M | $0 | 11 | 200 |
| Feb 2012 | $107.2M | $107.2M | $0 | 11 | 200 |
| Mar 2011 | $79.3M | $74.8M | $4.5M | -- | -- |
| Feb 2011 | $64.1M | $64.1M | $0 | 10 | -- |
| Jul 2010 | $64.1M | $64.1M | $0 | 10 | -- |
| Jun 2010 | $64.1M | $64.1M | $0 | 10 | -- |
| May 2010 | $0 | $0 | $0 | 10 | -- |
| Apr 2010 | $0 | $0 | $0 | 10 | -- |
| Apr 2010 | $0 | $0 | $0 | 10 | -- |
| Mar 2010 | $0 | $0 | $0 | 10 | -- |
| Mar 2010 | $0 | $0 | $0 | 10 | -- |
| Mar 2010 | $0 | $0 | $0 | 10 | -- |
DateJul 2025
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees7
Clients0
DateJul 2025
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees8
Clients2
DateMar 2019
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees8
Clients2
DateNov 2018
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees6
Clients19
DateMar 2018
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees6
Clients19
DateMar 2017
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2017
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees6
Clients26
DateDec 2016
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees7
Clients200
DateOct 2016
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$138.6M
Discretionary$138.6M
Non-Disc.$0
Employees10
Clients200
DateJan 2015
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees9
Clients250
DateNov 2014
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees9
Clients250
DateMar 2014
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees9
Clients250
DateSep 2013
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees10
Clients300
DateJun 2013
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees10
Clients300
DateApr 2013
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees10
Clients300
DateMar 2013
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees10
Clients300
DateNov 2012
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees10
Clients200
DateJul 2012
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees11
Clients200
DateFeb 2012
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees11
Clients200
DateFeb 2012
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees11
Clients200
DateMar 2011
Total AUM$79.3M
Discretionary$74.8M
Non-Disc.$4.5M
Employees--
Clients--
DateFeb 2011
Total AUM$64.1M
Discretionary$64.1M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$64.1M
Discretionary$64.1M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$64.1M
Discretionary$64.1M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--