# Haynie Wealth Management LLC

> Haynie Wealth Management LLC is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 305852
- Filed as: HAYNIE WEALTH MANAGEMENT LLC
- Also doing business as: HAYNIE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305852
- AdvisorCensus page: https://advisorcensus.com/firm/haynie-wealth-management-llc-salt-lake-city-ut-305852

## Quick answers

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

**Where is Haynie Wealth Management LLC located?**
Haynie Wealth Management LLC's principal office is in Salt Lake City, UT, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Haynie Wealth Management LLC registered with the SEC or a state?**
Haynie Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 305852.

**How much does Haynie Wealth Management LLC manage?**
Haynie Wealth Management LLC reports $106,642,575 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (99% discretionary).

**What types of clients does Haynie Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (121); high net worth individuals (35).

**Which custodians does Haynie Wealth Management LLC use?**
Haynie Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Haynie 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 SEC record: https://adviserinfo.sec.gov/firm/summary/305852

**Does Haynie Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 14, 2026 says: "Haynie Wealth generally requires a minimum household size is $500,000 of assets under management to effectively implement its investment process. However, the Advisor may grant exceptions to the minimum household size at its sole discretion."

**What changed in Haynie Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 14, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Haynie Wealth generally requires a minimum household size is $500,000 of assets under management to effectively implement its investment process. However, the Advisor may grant exceptions to the minimum household size at its sole discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

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: $106,642,575
- Discretionary: $105,388,710
- Non-discretionary: $1,253,865

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 121 | $30,031,708 |
| High net worth individuals | 35 | $76,610,867 |

### 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: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Austin, TX

### Websites listed on Form ADV (Item 1.I)
- [hayniewealth.com](https://hayniewealth.com)
- Facebook @hayniewealth
- LinkedIn @haynie-wealth
- LinkedIn @celina-o-606407202
- LinkedIn @kent-christensen-3371a284
- LinkedIn @mitch--doman
- LinkedIn @racheljenson123
- X @HaynieWealth
- X @HaynieWealth

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haynie Wealth Management LLC (CRD 305852): Form ADV filing data as of October 2026.