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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HRC WEALTH MANAGEMENT, LLC

CRD 117212

MOSCOW, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8443fa72-6f4f-8ac4-23ae-6ec1560c98d9

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 7
On other graphs: 0
Observed: Feb 7, 2012 to Mar 23, 2026
27 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $487MItem 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: $487M
Private client RAUM: $487MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $69.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,845
Individual clients: 750
High net worth clients: 128
Custody, client assets: $219M
SEC number: 801-106855
CIK: 2009521
CRD: 117212
Filings on the tape: 27
First filed: Feb 7, 2012
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, ID
Website: haydenross.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JERALD BRADLEY LEWIS	Certified Financial Planner\|Personal Financial Specialist	MOSCOW, ID	26	26	n/a	no
NATHAN SCOTT STRONG	Personal Financial Specialist	MOSCOW, ID	26	26	n/a	no
CADE LEIGH KONEN	Personal Financial Specialist	MOSCOW, ID	26	26	n/a	no
MARK ALAN WATSON	n/a	MOSCOW, ID	15	16	n/a	no
ERIC JOSEPH KIBLEN	n/a	MOSCOW, ID	8	24	1	yes
CHRISTOPHER AARON WALKER	Certified Financial Planner\|Chartered Financial Consultant	MOSCOW, ID	6	17	1	yes
MaKayla Marie Baldus	n/a	MOSCOW, ID	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLK, PLLC	Owner	C	yes	01/2021	Sep 27, 2021	Feb 20, 2024
ERIC KIBLEN FINANCIAL SERVICES, INC.	Owner	C	yes	01/2021	Feb 22, 2021	Feb 20, 2024
JBSA, PLLC	Owner	C	yes	01/2021	Sep 27, 2021	Feb 20, 2024
KIBLEN, ERIC, JOSEPH	Owner	E	yes	01/2021	Mar 7, 2020	Feb 20, 2024
KIBLEN, ERIC, JOSEPH	MANAGING MEMBER	Na	yes	01/2021	Mar 7, 2020	Feb 20, 2024
KONEN, CADE, LEIGH	MANAGING MEMBER	Na	yes	07/2012	Feb 7, 2012	Feb 20, 2024
KONEN, CADE, LEIGH	Owner	E	yes	01/2021	Feb 7, 2012	Feb 20, 2024
LEWIS, JERALD, BRADLEY	Owner	E	yes	01/2021	Feb 7, 2012	Feb 20, 2024
LEWIS, JERALD, BRADLEY	CHIEF COMPLIANCE OFFICER/ MANAGING MEMBER	Na	yes	07/2012	Feb 7, 2012	Feb 20, 2024
WALKER FINANCIAL SERVICES, LLC	Owner	C	yes	09/2021	Sep 27, 2021	Feb 20, 2024
WALKER, CHRISTOPHER, AARON	MANAGING MEMBER	Na	yes	09/2021	Sep 27, 2021	Feb 20, 2024
WALKER, CHRISTOPHER, AARON	Owner	E	yes	09/2021	Sep 27, 2021	Feb 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HAYDEN ROSS PLLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$487M	$487M	8	8	0	n/a	n/a
2024	Mar 12, 2025	$405M	$405M	8	8	0	n/a	n/a
2023	Feb 20, 2024	$330M	$330M	8	8	0	n/a	n/a
2022	Feb 24, 2023	$266M	$266M	8	8	0	n/a	n/a
2021	Mar 10, 2022	$320M	$320M	10	10	1	n/a	n/a
2020	Feb 22, 2021	$250M	$250M	10	10	1	n/a	n/a
2019	Mar 7, 2020	$168M	$168M	7	7	1	n/a	n/a
2018	Mar 25, 2019	$119M	$119M	8	8	1	n/a	n/a
2017	Mar 7, 2018	$104M	$104M	8	8	1	n/a	n/a
2016	Feb 16, 2017	$142M	$142M	12	10	n/a	n/a	n/a
2015	Feb 23, 2016	$120M	$120M	8	8	n/a	n/a	n/a
2011	Mar 30, 2012	$66.4M	$66.4M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$487M	$405M	20.4%	$266M	22.4%	8	8	0	0

Relationships

Registered with (9)

← MaKayla Marie BaldusAdvisorregistration: current employment
Feb 11, 2026 to presentfactForm ADV
← CHRISTOPHER AARON WALKERAdvisorregistration: current employment
Jan 15, 2020 to presentfactForm ADV
← ERIC JOSEPH KIBLENAdvisorregistration: current employment
Feb 27, 2018 to presentfactForm ADV
← MARK ALAN WATSONAdvisorregistration: current employment
Jan 7, 2011 to presentfactForm ADV
← JERALD BRADLEY LEWISAdvisorregistration: current employment
Dec 17, 1999 to presentfactForm ADV
← NATHAN SCOTT STRONGAdvisorregistration: current employment
Dec 17, 1999 to presentfactForm ADV
← CADE LEIGH KONENAdvisorregistration: current employment
Dec 17, 1999 to presentfactForm ADV
← COTTON LEE SEARSAdvisorregistration: previous registration
Jan 11, 2019 to Aug 5, 2022factForm ADV
← KAITLIN CHRISTINE JONESAdvisorregistration: previous registration
Jan 3, 2014 to Oct 3, 2017factForm ADV

Controls (8)

← KIBLEN, ERIC, JOSEPHOwnerOWNER, ownership code E, individual
Mar 7, 2020 to Feb 20, 2024factForm ADV
← LEWIS, JERALD, BRADLEYOwnerOWNER, ownership code E, individual
Feb 7, 2012 to Feb 20, 2024factForm ADV
← KONEN, CADE, LEIGHOwnerOWNER, ownership code E, individual
Feb 7, 2012 to Feb 20, 2024factForm ADV
← WALKER, CHRISTOPHER, AARONOwnerOWNER, ownership code E, individual
Sep 27, 2021 to Feb 20, 2024factForm ADV
← CLK, PLLCOwnerOWNER, ownership code C, domestic entity
Sep 27, 2021 to Feb 20, 2024factForm ADV
← ERIC KIBLEN FINANCIAL SERVICES, INC.OwnerOWNER, ownership code C, domestic entity
Feb 22, 2021 to Feb 20, 2024factForm ADV
← JBSA, PLLCOwnerOWNER, ownership code C, domestic entity
Sep 27, 2021 to Feb 20, 2024factForm ADV
← WALKER FINANCIAL SERVICES, LLCOwnerOWNER, ownership code C, domestic entity
Sep 27, 2021 to Feb 20, 2024factForm ADV

Dated events

Occurred
Aug 5, 2022
Advisor changed firm
Cotton Lee Sears left Hrc Wealth Management, Llc for Lpl Financial Llc (registered 2022-08-10)
Form ADVobserved 6 days ago
Occurred
Sep 27, 2021
Control person joined
Aaron Christopher Walker (Partner) appeared on Schedule A of Hrc Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Mar 7, 2020
Control person joined
Joseph Eric Kiblen (Partner) appeared on Schedule A of Hrc Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Oct 1, 2019
Control person left
Scott Nathan Strong (Member) no longer on Schedule A of Hrc Wealth Management, Llc (listed 2019-05-30, absent 2019-10-01)
Form ADVobserved 6 days ago
Occurred
May 30, 2019
Control person left
Evan David Jones (Member) no longer on Schedule A of Hrc Wealth Management, Llc (listed 2019-05-30, absent 2019-05-30)
Form ADVobserved 6 days ago
Occurred
Mar 25, 2019
Control person left
Robert James Pilcher (Member) no longer on Schedule A of Hrc Wealth Management, Llc (listed 2018-03-07, absent 2019-03-25)
Form ADVobserved 6 days ago
Occurred
Oct 22, 2015
First Form ADV filing
Hrc Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8443fa72-6f4f-8ac4-23ae-6ec1560c98d9
First observed: Feb 7, 2012
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.

HRC WEALTH MANAGEMENT, LLC

CRD 117212

MOSCOW, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8443fa72-6f4f-8ac4-23ae-6ec1560c98d9

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JERALD BRADLEY LEWIS

Certified Financial Planner|Personal Financial Specialist

MOSCOW, ID

n/a

NATHAN SCOTT STRONG

Personal Financial Specialist

MOSCOW, ID

n/a

CADE LEIGH KONEN

Personal Financial Specialist

MOSCOW, ID

n/a

MARK ALAN WATSON

n/a

MOSCOW, ID

n/a

ERIC JOSEPH KIBLEN

n/a

MOSCOW, ID

yes

CHRISTOPHER AARON WALKER

Certified Financial Planner|Chartered Financial Consultant

MOSCOW, ID

yes

MaKayla Marie Baldus

n/a

MOSCOW, ID

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLK, PLLC

Owner

yes

01/2021

Sep 27, 2021

Feb 20, 2024

ERIC KIBLEN FINANCIAL SERVICES, INC.

Owner

yes

01/2021

Feb 22, 2021

Feb 20, 2024

JBSA, PLLC

Owner

yes

01/2021

Sep 27, 2021

Feb 20, 2024

KIBLEN, ERIC, JOSEPH

Owner

yes

01/2021

Mar 7, 2020

Feb 20, 2024

KIBLEN, ERIC, JOSEPH

MANAGING MEMBER

yes

01/2021

Mar 7, 2020

Feb 20, 2024

KONEN, CADE, LEIGH

MANAGING MEMBER

yes

07/2012

Feb 7, 2012

Feb 20, 2024

KONEN, CADE, LEIGH

Owner

yes

01/2021

Feb 7, 2012

Feb 20, 2024

LEWIS, JERALD, BRADLEY

Owner

yes

01/2021

Feb 7, 2012

Feb 20, 2024

LEWIS, JERALD, BRADLEY

CHIEF COMPLIANCE OFFICER/ MANAGING MEMBER

yes

07/2012

Feb 7, 2012

Feb 20, 2024

WALKER FINANCIAL SERVICES, LLC

Owner

yes

09/2021

Sep 27, 2021

Feb 20, 2024

WALKER, CHRISTOPHER, AARON

MANAGING MEMBER

yes

09/2021

Sep 27, 2021

Feb 20, 2024

WALKER, CHRISTOPHER, AARON

Owner

yes

09/2021

Sep 27, 2021

Feb 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HAYDEN ROSS PLLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$487M

n/a

2024

Mar 12, 2025

$405M

n/a

2023

Feb 20, 2024

$330M

n/a

2022

Feb 24, 2023

$266M

n/a

2021

Mar 10, 2022

$320M

n/a

2020

Feb 22, 2021

$250M

n/a

2019

Mar 7, 2020

$168M

n/a

2018

Mar 25, 2019

$119M

n/a

2017

Mar 7, 2018

$104M

n/a

2016

Feb 16, 2017

$142M

n/a

2015

Feb 23, 2016

$120M

n/a

2011

Mar 30, 2012

$66.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$487M

$405M

20.4%

$266M

22.4%