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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.
Overview
Hayes Wealth Advisors is a financial planning, investment management and business valuation firm for Optometrists.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Hayes Wealth Advisors a fiduciary?
As a SEC-registered investment adviser 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.
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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