# Haland Wealth Management

> Haland Wealth Management is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 336453
- Filed as: HALAND WEALTH MANAGEMENT
- Legal name: Seventwotwentythree LLC - Haland Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336453
- AdvisorCensus page: https://advisorcensus.com/firm/haland-wealth-management-336453

## Quick answers

**How is Haland Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Haland Wealth Management reports these compensation arrangements: fixed fees (other than subscription fees).

**Is Haland Wealth Management registered with the SEC or a state?**
Haland Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336453.

**How much does Haland Wealth Management manage?**
Haland Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated July 28, 2026.

**Does Haland Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336453

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- halandwealth.com
- Instagram @halandwealth
- Instagram @sobhi.baghdadi
- LinkedIn @haland-wealth-management
- LinkedIn @sobhibaghdadi

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haland Wealth Management (CRD 336453): Form ADV filing data as of October 2026.