# Hanke & Apolonio Wealth Advisors LLC

> Hanke & Apolonio Wealth Advisors LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 285315
- Filed as: HANKE & APOLONIO WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285315
- AdvisorCensus page: https://advisorcensus.com/firm/hanke-and-apolonio-wealth-advisors-llc-san-francisco-ca-285315

## Quick answers

**How is Hanke & Apolonio Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hanke & Apolonio Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Hanke & Apolonio Wealth Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Hourly rate: $350 an hour (Financial Planning Services); Flat fee: $1,500 to $6,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hanke & Apolonio Wealth Advisors LLC located?**
Hanke & Apolonio Wealth Advisors LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Hanke & Apolonio Wealth Advisors LLC registered with the SEC or a state?**
Hanke & Apolonio Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 285315.

**How much does Hanke & Apolonio Wealth Advisors LLC manage?**
Hanke & Apolonio Wealth Advisors LLC reports $167,287,297 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (82% discretionary).

**How have Hanke & Apolonio Wealth Advisors LLC's assets and staff changed since 2025?**
In the Form ADV data for Hanke & Apolonio Wealth Advisors LLC: Regulatory assets under management: $145,392,648 in the October 2025 data and $167,287,297 in the October 2026 data, up 15%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hanke & Apolonio Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (47).

**Which custodians does Hanke & Apolonio Wealth Advisors LLC use?**
Hanke & Apolonio Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hanke & Apolonio Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285315

**What changed in Hanke & Apolonio Wealth Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $145,392,648 to $167,287,297 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Hourly rate: $350 an hour (Financial Planning Services)

> Financial Planning Services are offered based on an hourly rate of $350 or a fixed fee ranging between $1,500 - $6,000 based on complexity and unique client needs.

- Flat fee: $1,500 to $6,000 (Financial Planning Services)

> Financial Planning Services are offered based on an hourly rate of $350 or a fixed fee ranging between $1,500 - $6,000 based on complexity and unique client needs.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $167,287,297
- Discretionary: $137,631,600
- Non-discretionary: $29,655,697

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $20,207,660 |
| High net worth individuals | 47 | $147,079,637 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [haawealth.com](https://haawealth.com)
- [url.us.m.mimecastprotect.com/s/iejKCzpw46fGAWYDH4fpH92Dvw](https://url.us.m.mimecastprotect.com/s/iejKCzpw46fGAWYDH4fpH92Dvw)
- Facebook @HANKEWEALTH
- LinkedIn @MANNYAPOLONIO
- LinkedIn @MILOHANKE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $145,392,648 | 3 | July 15, 2025 |
| October 2026 | $167,287,297 | 3 | March 10, 2026 |

Regulatory assets under management: $145,392,648 in the October 2025 data and $167,287,297 in the October 2026 data, up 15%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $145,392,648 to $167,287,297 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hanke & Apolonio Wealth Advisors LLC (CRD 285315): Form ADV filing data as of October 2026.