{
  "crd_number": 309252,
  "slug": "haykin-wealth-management-corp-denver-co-309252",
  "primary_business_name": "HAYKIN WEALTH MANAGEMENT, CORP",
  "legal_name": "HAYKIN WEALTH MANAGEMENT, CORP",
  "dbas": [],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-07-09",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-04-14",
  "carried_forward": false,
  "raum_total": 26310632.0,
  "raum_discretionary": 26310632.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 13882110.0,
      "count": 92
    },
    "banking_thrift": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 12428522.0,
      "count": 11
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://haykinwealthmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309252",
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/haykin-wealth-management-corp-denver-co-309252",
  "display_name": "Haykin Wealth Management, Corp",
  "summary": "Haykin Wealth Management, Corp is a state-registered investment advisory firm in Denver, CO, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.",
  "citation": "AdvisorCensus. Haykin Wealth Management, Corp (CRD 309252): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Haykin Wealth Management, Corp compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Haykin Wealth Management, Corp reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Haykin Wealth Management, Corp located?",
      "a": "Haykin Wealth Management, Corp's principal office is in Denver, CO, according to its Form ADV."
    },
    {
      "q": "Is Haykin Wealth Management, Corp registered with the SEC or a state?",
      "a": "Haykin Wealth Management, Corp is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309252."
    },
    {
      "q": "How much does Haykin Wealth Management, Corp manage?",
      "a": "Haykin Wealth Management, Corp reports $26,310,632 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Haykin Wealth Management, Corp serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92); high net worth individuals (11)."
    },
    {
      "q": "Does Haykin Wealth Management, Corp report any disciplinary disclosures?",
      "a": "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/309252"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/haykin-wealth-management-corp-denver-co-309252.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 92,
      "fewer_than_5": false,
      "raum": 13882110.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 11,
      "fewer_than_5": false,
      "raum": 12428522.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309252",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}