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HDA Wealth Management, LLC
HDA Wealth Management, LLC is an SEC-registered investment adviser in Poland, Ohio, registered since 2024. The firm manages approximately $159 million in...
Overview
HDA Wealth Management, LLC is an SEC-registered investment adviser in Poland, Ohio, registered since 2024. The firm manages approximately $159 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Frequently asked questions
What investment strategy does HDA Wealth Management follow?
No investment strategy has been publicly disclosed by HDA Wealth Management. There are no known press releases, website descriptions, or regulatory filings that detail the firm's asset allocation, sector preferences, or deal approach.
Who are the principals at HDA Wealth Management?
No named principals or key personnel have been identified via public records, SEC filings, or news sources. The firm's ownership and management structure remain confidential.
What is the regulatory status of HDA Wealth Management?
HDA Wealth Management, LLC is a registered investment advisor (RIA) formed as a limited liability company in the United States. It is subject to regulatory oversight by either the SEC or state securities authorities, but no recent regulatory filings or disclosures are accessible through public channels.
Where is HDA Wealth Management headquartered?
The firm's headquarters city and state are not publicly listed, nor are there any known additional office locations. Its registered address for regulatory purposes is not disclosed in widely available records.
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