Multi-Family OfficeRIA · CRD 317346SEC-Registered

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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...

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 assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Frequently asked questions

Is HDA Wealth Management a single-family office or a multi-family office?

Public records do not clearly distinguish whether HDA Wealth Management is a single-family office or a multi-family office. The firm is registered as an RIA LLC in the United States, which could accommodate either structure. No client base or ownership details have been disclosed.

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.

Does HDA Wealth Management invest in alternative assets?

There is no publicly available information indicating whether HDA Wealth Management allocates to alternative assets such as private equity, venture capital, hedge funds, or real estate. The firm's investment holdings have not been disclosed.

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.

How does HDA Wealth Management source deals?

The firm's deal sourcing approach is unknown due to the lack of public information. As a private RIA, it may rely on personal networks or third-party intermediaries, but no proprietary sourcing model has been documented.

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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