# HA Wealth Advisors

HA Wealth Advisors is an Asset Manager based in Cedar City, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Cedar City, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** hawealthadvisors.com

## Regulatory record

- **CRD number:** 325764
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325764

## About

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.

## Sectors

- Financial Services

## People

- Heather A. Brilliant — CEO, President & Chief Investment Officer

## 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.

## Related profiles

- [Highland View Capital](https://altss.com/profile/highland-view-capital-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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