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.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$85.0MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$80.0M

Private client RAUM

$80.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

94%derivedprivate client RAUM over total RAUM

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

400

Individual clients

250

High net worth clients

0

CRD

325764

Filings on the tape

1

First filed

Mar 23, 2026

Latest filed

Mar 23, 2026

Organised

Corporation, UT

Website

hawealthadvisors.com

• Occurred

  Jan 23, 2025
  Advisor changed firm

  Jonathan Albrethsen left Ha Wealth Advisors Inc. for B.O.S.S. Retirement Advisors, Llc (registered 2025-02-07)

  Form ADVobserved 6 days ago
• Occurred

  Jun 28, 2023
  Team lift-out

  2 advisors left Townsquare Capital, LLC (Lehi, UT) for HA Wealth Advisors Inc. on the same day

  Form ADVobserved 5 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:56a5a5ea-a951-40b4-a631-bcc657d40a32

First observed

Mar 23, 2026

Last observed

Mar 23, 2026 6 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.