# Hayden Harper Wealth Advisory, LLC

> Hayden Harper Wealth Advisory, LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 152091
- Filed as: HAYDEN HARPER WEALTH ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152091
- AdvisorCensus page: https://advisorcensus.com/firm/hayden-harper-wealth-advisory-llc-charlotte-nc-152091

## Quick answers

**How is Hayden Harper Wealth Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hayden Harper Wealth Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Hayden Harper Wealth Advisory, LLC located?**
Hayden Harper Wealth Advisory, LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Hayden Harper Wealth Advisory, LLC registered with the SEC or a state?**
Hayden Harper Wealth Advisory, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 152091.

**How much does Hayden Harper Wealth Advisory, LLC manage?**
Hayden Harper Wealth Advisory, LLC reports $171,126,193 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Hayden Harper Wealth Advisory, LLC's assets and staff changed since 2021?**
In the Form ADV data for Hayden Harper Wealth Advisory, LLC: Regulatory assets under management: $140,727,707 in the October 2021 data and $171,126,193 in the October 2026 data, up 22%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hayden Harper Wealth Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (34); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Hayden Harper Wealth Advisory, LLC use?**
Hayden Harper Wealth Advisory, 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 Hayden Harper Wealth Advisory, 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/152091

## From the Form ADV filing

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

### 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: $171,126,193
- Discretionary: $171,126,193
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $6,756,125 |
| High net worth individuals | 34 | $146,008,421 |
| 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) | 2 | $17,181,873 |
| 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 | Fewer than 5 | $1,179,774 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- haydenharper.com
- LinkedIn @HAYDEN-HARPER-ADVISORY-LLC
- X @HAYDENHARPER

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,727,707 | 6 | March 16, 2021 |
| October 2022 | $124,477,430 | 6 | August 18, 2022 |
| October 2023 | $110,307,668 | 4 | April 4, 2023 |
| October 2024 | $119,113,597 | 4 | March 27, 2024 |
| October 2025 | $168,760,651 | 7 | July 15, 2025 |
| October 2026 | $171,126,193 | 7 | March 26, 2026 |

Regulatory assets under management: $140,727,707 in the October 2021 data and $171,126,193 in the October 2026 data, up 22%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hayden Harper Wealth Advisory, LLC (CRD 152091): Form ADV filing data as of October 2026.