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HAYES HART CPA'S WEALTH MANAGEMENT, INC
HAYES HART CPA'S WEALTH MANAGEMENT, INC is an SEC-registered investment adviser in CORONADO, CA. The firm manages $50 million in assets, $49 million on a...
HAYES HART CPA'S WEALTH MANAGEMENT, INC
HAYES HART CPA'S WEALTH MANAGEMENT, INC is an SEC-registered investment adviser in CORONADO, CA. The firm manages $50 million in assets, $49 million on a discretionary basis. It has 3 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
US
Sector focus
Frequently asked questions
What services does Hayes Hart CPAs Wealth Management offer?
The firm combines CPA services with investment management, suggesting a focus on tax-optimized portfolio management and financial planning. As an RIA, it likely provides fee-based advisory and may offer retirement planning, estate planning, and tax preparation. No detailed services list is publicly available.
Is Hayes Hart CPAs Wealth Management a family office?
No, the firm is registered as a registered investment advisor (RIA), not a family office. It does not appear to meet the SEC definition of a family office (serving only a single family's wealth). The name indicates a business model serving multiple clients with tax and investment needs.
How does the firm generate investment returns?
No public information describes its investment strategy or performance. As a small RIA, it likely uses traditional asset allocation models with mutual funds, ETFs, and possibly individual securities. There are no known direct investments, venture deals, or alternative asset allocations disclosed.
Who owns or founded Hayes Hart CPAs Wealth Management?
No founder or ownership information is publicly available. The firm does not appear in common business databases or regulatory filings with named principals. It may be a solo practitioner or small partnership.
Does the firm accept new clients or have minimum investment requirements?
No details on client minimums or new-account policies are published. Small RIAs often set minimums between $250,000 and $1 million, but this cannot be confirmed. Interested parties would need to contact the firm directly.
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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