$4.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Legacy ridgePathway legacy
- Established Date
- 03-10-2020
- Office Locations
- 1
Office Locations
-- Phoenix AZ
About Chris Hays Wealth Management LLC
Chris Hays Wealth Management is a boutique Phoenix-based RIA serving individuals and families with values-first planning that integrates human, intellectual, and financial capital for multigenerational well-being. Investment implementation is largely through ETFs and other public funds, with portfolios custodied at TD Ameritrade. Led by founder Christopher Jon Hays.
Team overview
-- AVG AGE
$4.8M AVG AUM / ADVISOR
$805.0K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Upgrade to reveal position-level detail across prime vital.
Premium access reveals conviction themes in pioneer north.
Unlock to compare peer behavior around timber bridge.
Open the full profile to inspect shifts in glacier beacon.
See the complete signal summary connected to peak.
Full visibility includes strategy notes for delta crest delta.
Open the full profile to inspect shifts in zenith wave.
Premium access reveals conviction themes in fusion zenith peak.
Asset Classes
Peak Foundation Focus horizon Horizon
Custodian
Focus
Investment Themes
Capital Fusion
Services
Catalyst harbor Summit
Technology
Value Fusion element
Owner & Executives
CHRISTOPHER JON HAYS
Chief Compliance Officer, Investment Advisor, Managing Member, PRINCIPAL
- CRD
- #6318055
- Ownership
- 75% or more
(346) 472-8348
vital.unison@deltacapital.com
in linkedin.com/in/bridge-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,830,000 | -- |
| Total | $4,830,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,830,000
Equity - Exchange:
39.1% Public Funds:
40.4% Cash:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,391,159,226 | 39.1% |
| Public Funds | $2,470,660,683 | 40.4% |
| Cash | $1,253,676,832 | 20.5% |
| Total | $6,115,496,741 | 100.0% |