Hayes Wealth Advisors

Hayes Wealth Advisors is a registered investment advisor and multi-family office. Public details on leadership, AUM, and investment strategy are limited.

Hayes Wealth Advisors

Hayes Wealth Advisors is a financial planning, investment management and business valuation firm for Optometrists.

linkedin.com/company/hayeswealthadvisors

General information

Firm type

Multi Family Office

What services does Hayes Wealth Advisors offer?

As a registered investment advisor and multi-family office, Hayes Wealth Advisors likely provides wealth management, estate planning, tax strategy, and portfolio oversight for high-net-worth clients. Public information does not list specific service packages.

Is Hayes Wealth Advisors a fiduciary?

As a state-registered investment advisor in the United States, Hayes Wealth Advisors is required to act as a fiduciary under the Investment Advisers Act of 1940, meaning it must place clients' interests ahead of its own.

How can I verify Hayes Wealth Advisors' registration?

The firm's registration can be verified through the SEC's Investment Adviser Public Disclosure database or the relevant state securities regulator. Its registration status as 'Hayes Wealth Advisors, LLC' is a matter of public record.

What is the firm's investment approach?

The firm's investment approach is not publicly documented. Multi-family offices typically employ a diversified asset allocation across equities, fixed income, and alternatives, but no specific strategy details are available for Hayes Wealth Advisors.

Who leads Hayes Wealth Advisors?

Principals of the firm have not been publicly named in state registrations or press. The leadership structure remains undisclosed in public records.

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