HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
Legal name: HAPANOWICZ & ASSOCIATES WEALTH MANAGEMENT
CRD #157523 SEC #801-72352 PITTSBURGH, PA 412-261-5966
SEC Registered
Total AUM
$574.7M
Discretionary
$456.6M
Employees
13
Clients
0
Accounts
926
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $574.7M | $456.6M | $118M | 13 | 13 |
| Nov 2024 | $497.4M | $394.1M | $103.4M | 11 | 13 |
| Jun 2024 | $497.4M | $394.1M | $103.4M | 11 | 13 |
| Jun 2024 | $497.4M | $394.1M | $103.4M | 11 | 13 |
| Mar 2024 | $497.4M | $394.1M | $103.4M | 11 | 13 |
| Oct 2023 | $454.1M | $357.4M | $96.7M | 10 | 12 |
| Mar 2023 | $454.1M | $357.4M | $96.7M | 10 | 12 |
| Mar 2022 | $510.5M | $392M | $118.4M | 11 | 12 |
| Feb 2022 | $510.5M | $392M | $118.4M | 11 | 12 |
| Jan 2022 | $420M | $335.4M | $84.7M | 10 | 10 |
| May 2021 | $420M | $335.4M | $84.7M | 10 | 10 |
| Mar 2021 | $420M | $335.4M | $84.7M | 10 | 10 |
| Sep 2020 | $278.1M | $278.1M | $0 | 10 | 16 |
| Jul 2020 | $278.1M | $278.1M | $0 | 10 | 16 |
| Apr 2020 | $278.1M | $278.1M | $0 | 10 | 16 |
| Mar 2020 | $278.1M | $278.1M | $0 | 10 | 16 |
| Jul 2019 | $242.6M | $242.6M | $0 | 9 | 15 |
| Apr 2019 | $242.6M | $242.6M | $0 | 9 | 15 |
| Apr 2019 | $242.6M | $242.6M | $0 | 9 | 15 |
| Mar 2019 | $242.6M | $242.6M | $0 | 9 | 15 |
| Nov 2018 | $242.3M | $242.3M | $0 | 8 | 12 |
| Oct 2018 | $242.3M | $242.3M | $0 | 8 | 12 |
| May 2018 | $242.3M | $242.3M | $0 | 8 | 12 |
| Mar 2018 | $242.3M | $242.3M | $0 | 8 | 12 |
| Dec 2017 | $260.5M | $195M | $65.5M | 6 | 0 |
| Nov 2017 | $260.5M | $195M | $65.5M | 6 | 0 |
| Nov 2017 | $260.5M | $195M | $65.5M | 6 | 0 |
| Sep 2017 | $260.5M | $195M | $65.5M | 6 | 300 |
| Mar 2017 | $260.5M | $195M | $65.5M | 6 | 300 |
| Mar 2017 | $260.5M | $195M | $65.5M | 6 | 300 |
| Nov 2016 | $189.7M | $185.5M | $4.3M | 5 | 300 |
| Mar 2016 | $189.7M | $185.5M | $4.3M | 5 | 300 |
| Jan 2016 | $185.7M | $182.7M | $3M | 7 | 300 |
| Aug 2015 | $185.7M | $182.7M | $3M | 7 | 300 |
| Jul 2015 | $185.7M | $182.7M | $3M | 7 | 300 |
| Mar 2015 | $185.7M | $182.7M | $3M | 7 | 300 |
| Oct 2014 | $171.2M | $168.7M | $2.5M | 7 | 249 |
| Mar 2014 | $171.2M | $168.7M | $2.5M | 7 | 249 |
| Mar 2013 | $147M | $145.8M | $1.2M | 7 | 256 |
| Feb 2012 | $133.3M | $132.8M | $566.4K | 6 | 221 |
| Jun 2011 | $0 | $0 | $0 | 10 | -- |
| Apr 2011 | $0 | $0 | $0 | 10 | -- |
DateFeb 2025
Total AUM$574.7M
Discretionary$456.6M
Non-Disc.$118M
Employees13
Clients13
DateNov 2024
Total AUM$497.4M
Discretionary$394.1M
Non-Disc.$103.4M
Employees11
Clients13
DateJun 2024
Total AUM$497.4M
Discretionary$394.1M
Non-Disc.$103.4M
Employees11
Clients13
DateJun 2024
Total AUM$497.4M
Discretionary$394.1M
Non-Disc.$103.4M
Employees11
Clients13
DateMar 2024
Total AUM$497.4M
Discretionary$394.1M
Non-Disc.$103.4M
Employees11
Clients13
DateOct 2023
Total AUM$454.1M
Discretionary$357.4M
Non-Disc.$96.7M
Employees10
Clients12
DateMar 2023
Total AUM$454.1M
Discretionary$357.4M
Non-Disc.$96.7M
Employees10
Clients12
DateMar 2022
Total AUM$510.5M
Discretionary$392M
Non-Disc.$118.4M
Employees11
Clients12
DateFeb 2022
Total AUM$510.5M
Discretionary$392M
Non-Disc.$118.4M
Employees11
Clients12
DateJan 2022
Total AUM$420M
Discretionary$335.4M
Non-Disc.$84.7M
Employees10
Clients10
DateMay 2021
Total AUM$420M
Discretionary$335.4M
Non-Disc.$84.7M
Employees10
Clients10
DateMar 2021
Total AUM$420M
Discretionary$335.4M
Non-Disc.$84.7M
Employees10
Clients10
DateSep 2020
Total AUM$278.1M
Discretionary$278.1M
Non-Disc.$0
Employees10
Clients16
DateJul 2020
Total AUM$278.1M
Discretionary$278.1M
Non-Disc.$0
Employees10
Clients16
DateApr 2020
Total AUM$278.1M
Discretionary$278.1M
Non-Disc.$0
Employees10
Clients16
DateMar 2020
Total AUM$278.1M
Discretionary$278.1M
Non-Disc.$0
Employees10
Clients16
DateJul 2019
Total AUM$242.6M
Discretionary$242.6M
Non-Disc.$0
Employees9
Clients15
DateApr 2019
Total AUM$242.6M
Discretionary$242.6M
Non-Disc.$0
Employees9
Clients15
DateApr 2019
Total AUM$242.6M
Discretionary$242.6M
Non-Disc.$0
Employees9
Clients15
DateMar 2019
Total AUM$242.6M
Discretionary$242.6M
Non-Disc.$0
Employees9
Clients15
DateNov 2018
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees8
Clients12
DateOct 2018
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees8
Clients12
DateMay 2018
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees8
Clients12
DateMar 2018
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees8
Clients12
DateDec 2017
Total AUM$260.5M
Discretionary$195M
Non-Disc.$65.5M
Employees6
Clients0
DateNov 2017
Total AUM$260.5M
Discretionary$195M
Non-Disc.$65.5M
Employees6
Clients0
DateNov 2017
Total AUM$260.5M
Discretionary$195M
Non-Disc.$65.5M
Employees6
Clients0
DateSep 2017
Total AUM$260.5M
Discretionary$195M
Non-Disc.$65.5M
Employees6
Clients300
DateMar 2017
Total AUM$260.5M
Discretionary$195M
Non-Disc.$65.5M
Employees6
Clients300
DateMar 2017
Total AUM$260.5M
Discretionary$195M
Non-Disc.$65.5M
Employees6
Clients300
DateNov 2016
Total AUM$189.7M
Discretionary$185.5M
Non-Disc.$4.3M
Employees5
Clients300
DateMar 2016
Total AUM$189.7M
Discretionary$185.5M
Non-Disc.$4.3M
Employees5
Clients300
DateJan 2016
Total AUM$185.7M
Discretionary$182.7M
Non-Disc.$3M
Employees7
Clients300
DateAug 2015
Total AUM$185.7M
Discretionary$182.7M
Non-Disc.$3M
Employees7
Clients300
DateJul 2015
Total AUM$185.7M
Discretionary$182.7M
Non-Disc.$3M
Employees7
Clients300
DateMar 2015
Total AUM$185.7M
Discretionary$182.7M
Non-Disc.$3M
Employees7
Clients300
DateOct 2014
Total AUM$171.2M
Discretionary$168.7M
Non-Disc.$2.5M
Employees7
Clients249
DateMar 2014
Total AUM$171.2M
Discretionary$168.7M
Non-Disc.$2.5M
Employees7
Clients249
DateMar 2013
Total AUM$147M
Discretionary$145.8M
Non-Disc.$1.2M
Employees7
Clients256
DateFeb 2012
Total AUM$133.3M
Discretionary$132.8M
Non-Disc.$566.4K
Employees6
Clients221
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--