# Hale Wealth Management, LLC

> Hale Wealth Management, LLC is a state-registered investment advisory firm in Pensacola, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 343250
- Filed as: HALE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pensacola, FL
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/343250
- AdvisorCensus page: https://advisorcensus.com/firm/hale-wealth-management-llc-pensacola-fl-343250

## Quick answers

**How is Hale Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hale Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Hale Wealth Management, LLC located?**
Hale Wealth Management, LLC's principal office is in Pensacola, FL, according to its Form ADV.

**Is Hale Wealth Management, LLC registered with the SEC or a state?**
Hale Wealth Management, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 343250.

**How much does Hale Wealth Management, LLC manage?**
Hale Wealth Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 29, 2026.

**Does Hale Wealth Management, LLC 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/343250

**What changed in Hale Wealth Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with a state securities regulator.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with a state securities regulator.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hale Wealth Management, LLC (CRD 343250): Form ADV filing data as of October 2026.