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HA Wealth Advisors
HA WEALTH ADVISORS INC. is an SEC-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 an SEC-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
Who runs investment decisions at HA Wealth Advisors?
Heather A. Brilliant serves as CEO, President, and Chief Investment Officer, directing all investment and advisory decisions. Her background includes leading Morningstar's global equity and fund research teams and chairing the CFA Institute Board of Governors, per public record.
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.
How is HA Wealth Advisors compensated?
As a registered investment advisor, the firm charges fee-based compensation aligned with client assets under advisement, consistent with fiduciary RIA standards. Specific fee schedules are not publicly disclosed.
What professional credentials does Heather Brilliant hold?
Brilliant holds the CFA charter and previously chaired the CFA Institute Board of Governors. She also co-authored The Ivy Portfolio, a book examining endowment-style investing approaches, and served as CEO of Morningstar Australasia, per public record.
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