# HDQ Wealth

> HDQ Wealth is a state-registered investment advisory firm in Kansas City, MO, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 313427
- Filed as: HDQ WEALTH
- Legal name: HDQ Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313427
- AdvisorCensus page: https://advisorcensus.com/firm/hdq-wealth-kansas-city-mo-313427

## Quick answers

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

**Where is HDQ Wealth located?**
HDQ Wealth's principal office is in Kansas City, MO, according to its Form ADV.

**Is HDQ Wealth registered with the SEC or a state?**
HDQ Wealth is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313427.

**How much does HDQ Wealth manage?**
HDQ Wealth reports $49,228,000 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (79% discretionary).

**What types of clients does HDQ Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (152); high net worth individuals (21); corporations or other businesses not listed above (7).

**Does HDQ Wealth 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/313427

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $49,228,000
- Discretionary: $39,035,000
- Non-discretionary: $10,193,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 152 | $19,135,000 |
| High net worth individuals | 21 | $19,900,000 |
| Corporations or other businesses not listed above | 7 | $10,193,000 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, KS, LA, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hdqwealth.com
- nomadinvestor.co
- Facebook @hdqwealth
- Instagram @hdqwealth
- LinkedIn @hdq-wealth
- X @hdqwealth
- YouTube @UCvT6zWQ_R_lVYPBSlHrh42g

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HDQ Wealth (CRD 313427): Form ADV filing data as of October 2026.