# HFR Wealth Management, LLC

> HFR Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 1995, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 106913
- Filed as: HFR WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106913
- AdvisorCensus page: https://advisorcensus.com/firm/hfr-wealth-management-llc-106913

## Quick answers

**How is HFR Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), HFR Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is HFR Wealth Management, LLC registered with the SEC or a state?**
HFR Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 106913.

**How much does HFR Wealth Management, LLC manage?**
HFR Wealth Management, LLC reports $588,662,553 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have HFR Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for HFR Wealth Management, LLC: Regulatory assets under management: $408,354,719 in the October 2021 data and $588,662,553 in the October 2026 data, up 44%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does HFR Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (202); high net worth individuals (159); charitable organizations (10).

**Which custodians does HFR Wealth Management, LLC use?**
HFR Wealth Management, 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 HFR 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/106913

**What changed in HFR Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### 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: $588,662,553
- Discretionary: $588,662,553
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 202 | $73,279,133 |
| High net worth individuals | 159 | $436,374,308 |
| 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) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 10 | $78,234,756 |
| 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 | $774,356 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1995 (30 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, GA, IL, MA, MD, NC, NH, NY, OR, PA, SC, TN, TX, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $408,354,719 | 6 | May 6, 2021 |
| October 2022 | $505,702,299 | 6 | March 12, 2022 |
| October 2023 | $465,063,090 | 6 | February 22, 2023 |
| October 2024 | $513,320,817 | 6 | March 20, 2024 |
| October 2025 | $573,982,951 | 6 | June 30, 2025 |
| October 2026 | $588,662,553 | 6 | March 18, 2026 |

Regulatory assets under management: $408,354,719 in the October 2021 data and $588,662,553 in the October 2026 data, up 44%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HFR Wealth Management, LLC (CRD 106913): Form ADV filing data as of October 2026.