HDA WEALTH MANAGEMENT, LLC
CRD #317346 SEC #801-130528 POLAND, OH 330-980-0741
SEC Registered
Total AUM
$119.1M
Discretionary
$119.1M
Employees
2
Clients
101
Accounts
806
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $119.1M | $119.1M | $0 | 2 | 1 |
| Mar 2025 | $119.1M | $119.1M | $0 | 2 | 1 |
| Jul 2024 | $102.1M | $102.1M | $0 | 2 | 1 |
| Jun 2024 | $102.1M | $102.1M | $0 | 2 | 1 |
| May 2024 | $102.1M | $102.1M | $0 | 2 | 1 |
DateMar 2025
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees2
Clients1
DateMar 2025
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees2
Clients1
DateJul 2024
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees2
Clients1
DateJun 2024
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees2
Clients1
DateMay 2024
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees2
Clients1