# Hauge Wealth Management, LLC

> Hauge Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 15, 2026.

- CRD: 319248
- Filed as: HAUGE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319248
- AdvisorCensus page: https://advisorcensus.com/firm/hauge-wealth-management-llc-319248

## Quick answers

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

**Is Hauge Wealth Management, LLC registered with the SEC or a state?**
Hauge Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319248.

**How much does Hauge Wealth Management, LLC manage?**
Hauge Wealth Management, LLC reports $33,951,472 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (100% discretionary).

**What types of clients does Hauge Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30).

**Does Hauge 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/319248

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $33,951,472
- Discretionary: $33,951,472
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $33,951,472 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- haugewealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hauge Wealth Management, LLC (CRD 319248): Form ADV filing data as of October 2026.