DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

H•••••••• W•••••••• W••••• M•••••••••

H•••••••• W••••••••, LLC, CRD 129716

CANONSBURG, PA

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Search this name across graphsid dfx:ria:3969d598-1649-7ced-3065-172625067249

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 1, 2026 to Apr 1, 2026
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $90.4M••• Locked
Discretionary RAUM: $79.8M
Private client RAUM: $90.4Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 4

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
W•••••• D••••• H••••••••	Certified Financial Planner	CANONSBURG, PA	22	49	n/a	no
J••• M•••••• W••••••••	Certified Financial Planner\|Chartered Financial Analyst	CANONSBURG, PA	22	23

Relationships

Registered with (5)

← E••• N•••• H••••••••Advisorregistration: previous registration
Dec 11, 2017 to Aug 29, 2019factForm ADV
← M••• V•••••• R••••••••Advisorregistration: current employment
Jan 26, 2018 to presentfactForm ADV
← J••• A• R•••••Advisorregistration: current employment
Nov 9, 2005 to presentfactForm ADV
← W•••••• D••••• H••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3969d598-1649-7ced-3065-172625067249
First observed: Apr 1, 2026
Last observed: Apr 1, 2026 5 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.