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H••••••• & COMPANY WEALTH MANAGEMENT, LLC, CRD 150248
ROANOKE, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| H••••• I••• A•••••••• | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | Na | yes | 01/2021 | Mar 18, 2021 | Jul 11, 2022 |
| H•••••••• B••••• H•••••• | Member | Na | yes | 04/2009 | Mar 27, 2012 | Jul 11, 2022 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | P•••••• funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 | Feb 8, 2022 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $166M | $143M | 16.0% | $106M | 16.2% | 5 | 4 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| M••••• G••••• A••••••• I••• | 2 | Feb 17, 2023 | Aug 16, 2022 | ROANOKE, VA | Team lift out | RIA to RIA | 100.0% |
| PARENT COMPANY |
| E |
| yes |
| 06/2022 |
| Jul 11, 2022 |
| Jul 11, 2022 |
| $166M |
| $166M |
| 5 |
| 3 |
| 0 |
| n/a |
| n/a |
| 2020 | Mar 8, 2021 | $143M | $143M | 4 | 2 | 0 | n/a | n/a |
| 2019 | Mar 10, 2020 | $121M | $121M | 5 | 3 | 1 | n/a | n/a |
| 2018 | Mar 28, 2019 | $106M | $106M | 4 | 2 | 0 | n/a | n/a |
| 2011 | Mar 27, 2012 | $46.0M | $44.3M | n/a | n/a | n/a | n/a | n/a |