# Hannegan Wealth Management, LLC

> Hannegan Wealth Management, LLC is a state-registered investment advisory firm in Edgewood, KY, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 312062
- Filed as: HANNEGAN WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Edgewood, KY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312062
- AdvisorCensus page: https://advisorcensus.com/firm/hannegan-wealth-management-llc-edgewood-ky-312062

## Quick answers

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

**Where is Hannegan Wealth Management, LLC located?**
Hannegan Wealth Management, LLC's principal office is in Edgewood, KY, according to its Form ADV.

**Is Hannegan Wealth Management, LLC registered with the SEC or a state?**
Hannegan Wealth Management, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312062.

**How much does Hannegan Wealth Management, LLC manage?**
Hannegan Wealth Management, LLC reports $1,789,860 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Hannegan Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Hannegan 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/312062

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,789,860
- Discretionary: $1,789,860
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,789,860 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hanneganwm.com
- Facebook @hanneganwm
- LinkedIn @hannegan

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hannegan Wealth Management, LLC (CRD 312062): Form ADV filing data as of October 2026.