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HA Wealth Advisors
HA WEALTH ADVISORS INC. is a state-registered investment adviser in Cedar City, UT. The firm manages $85 million in assets. It has 2 employees and 2 investment...
HA Wealth Advisors
HA WEALTH ADVISORS INC. is a state-registered investment adviser in Cedar City, UT. The firm manages $85 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Year founded
2010
Location
Region
North America
Country
United States
City
Cedar City
Corporate office
Chicago, IL, United States
Principals
Heather A. Brilliant
CEO, President & Chief Investment Officer
Sector focus
Frequently asked questions
What is HA Wealth Advisors' investment philosophy?
The firm applies an evidence-based, fiduciary-driven approach rooted in Brilliant's experience overseeing manager research and equity analysis at Morningstar. Portfolios emphasize cost discipline, long-term asset allocation, and fundamental due diligence across equities, fixed income, and alternatives.
Does HA Wealth Advisors manage institutional assets or just individual clients?
The firm primarily serves individual and family clients through wealth management and financial planning services. There is no public record of a dedicated institutional separate-accounts program, though the founder's institutional background in research governance shapes the firm's portfolio discipline.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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