DFX Intelligence

H••••••••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

H••••••••• A•••••••

H••••••••• A•••••••, LLC, CRD 173012

PORTLAND, ME

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Search this name across graphsid dfx:ria:38150cfd-8170-c82c-1d06-4a8741130e04

Data as of Apr 23, 2021 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2014 to Apr 23, 2021
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $225M••• Locked
Discretionary RAUM: $209M
Private client RAUM: $224Mderived••• Locked
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
H••••••••• I••••••••• L••	MANAGING MEMBER	E	yes	09/2014	Sep 30, 2014	Apr 23, 2021
H• H•••••••• L••	Member	C	yes	09/2014	Sep 30, 2014	Apr 23, 2021

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 29, 2021

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$225M	$182M	24.1%	$170M	9.8%	6	6	0	0

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
W••••••••• P•••••••• L••	5	Dec 26, 2021	Dec 3, 2021	PORTLAND, ME	Firm absorbed	RIA to RIA	100.0%

Relationships

Owns (4)

← K••••••• H••••• M•••OwnerOWNER, ownership code C, individual
Oct 14, 2014 to presentfactForm ADV
← G••••••• P••••• R••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 9, 2020 to presentfactForm ADV
← T•••• W••••••• R•••••OwnerOWNER, ownership code C, individual
Oct 14, 2014 to presentfactForm ADV
← S••••• D••••• T••••••OwnerOWNER, ownership code C, individual
Sep 30, 2014 to presentfact

Dated events

Occurred
Aug 29, 2014
First Form ADV filing
Bavelier Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:38150cfd-8170-c82c-1d06-4a8741130e04
First observed: Aug 29, 2014
Last observed: Apr 23, 2021 65 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.