HAYNIE WEALTH MANAGEMENT LLC
CRD #305852 SEC #801-135227 SALT LAKE CITY, UT (512) 537-8241
SEC Registered
Total AUM
$106.6M
Discretionary
$105.4M
Employees
4
Clients
51
Accounts
578
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 23, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Ochoa, Celina, Anderza | I | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | NA | Control |
| Christensen, Kent, Michael | I | OWNER AND TAX ADVISOR | E | Control |
| Doman, Mitchell, James | I | FINANCIAL ADVISOR | A |
Registrations
Federal
IA
Dec 23, 2025 REGISTERED
Notice Filings (4)
CA CO TX UT
Address
1785 WEST 2320 SOUTHSALT LAKE CITY, UT 84119
United States
Phone: (512) 537-8241