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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUNHAM, MICHAEL, J | I | OWNER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | E | Control |
| DUNHAM, MICHAEL, J | I | OWNER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | E | Control |
| DUNHAM, MICHAEL, J | I | OWNER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | E | Control |
| DUNHAM, MICHAEL, J | I | OWNER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | E | Control |
| DUNHAM, MICHAEL, JAMES | I | OWNER | E | |
| KOLLAR, MARK, THOMAS | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | B | Control |
| KOLLAR, MARK, THOMAS | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | B | Control |
| KOLLAR, MARK, THOMAS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLLAR, MARK, THOMAS | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | B | Control |
| KOLLAR, MARK, THOMAS | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (5)
FL NE OH PA TX
Address
3298 STONES THROW AVEPOLAND, OH 44514
United States
Phone: 330-980-0741