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Hannegan Wealth Management
HANNEGAN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in EDGEWOOD, KY. The firm manages approximately $2 million in regulatory assets.
Hannegan Wealth Management
HANNEGAN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in EDGEWOOD, KY. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Hannegan Wealth Management?
The firm's specific investment professionals are not publicly named in available records. As a registered investment advisor, the firm likely has a team of fiduciaries managing portfolio decisions, but individual names have not been confirmed.
Is Hannegan Wealth Management structured as a single family office or a multi-family office?
Based on its RIA registration and general offering of wealth management services to multiple families, the firm is best categorized as a multi-family office. It provides financial planning and investment management to a range of high-net-worth clients, not a single family.
Does Hannegan Wealth Management participate in direct deals or fund commitments?
The firm's exact investment approach is not publicly documented. However, as a traditional RIA acting as a multi-family office, it typically focuses on portfolio construction using publicly traded securities, and may also allocate to alternative investments through fund vehicles or direct placements.
What investment stages does Hannegan Wealth Management typically target?
The firm's stage focus is not disclosed. Given its multi-family office structure, it is likely agnostic to stage, focusing instead on preserving and growing capital across various market conditions rather than targeting specific venture or growth stages.
Which sectors does Hannegan Wealth Management explicitly avoid?
The firm has not publicly stated any sector restrictions. Its investment approach is not sector-exclusionary in any known public filing or communication.
How is Hannegan Wealth Management related to other wealth management entities?
No publicly documented relationships with other firms or entities have been found. The firm operates independently as a registered investment advisor without disclosed affiliations to larger financial institutions or family office networks.
Where does the underlying wealth come from?
The wealth origins of Hannegan Wealth Management's clients are not disclosed. The firm serves high-net-worth families, but the specific sources of client wealth—whether entrepreneurial, inherited, or from professional backgrounds—are not publicly available.
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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