$85.0M Total AUM
$80.0M Disc. AUM
-- 3Y CAGR
2 Employees
253 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Momentum meridianRadial +more
- Established Date
- 04-06-2023
- Office Locations
- 1
Office Locations
2069 North Main Street Suite 200 Cedar City UT
About HA Wealth Advisors Inc.
HA Wealth Advisors is a Cedar City, UT–based RIA focused on retirement planning, helping individuals and couples align portfolios with risk tolerance, income needs, and long‑term goals. The team also covers related planning areas such as estate, tax, and insurance/annuity decisions, and makes it easy for prospects to book meetings online. Custody includes Charles Schwab.
Team overview
37 AVG AGE
$42.5M AVG AUM / ADVISOR
$336.0K AVG AUM / CLIENT
3.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Vertex capital Capital Bridge Momentum Atlas Horizon value
Client Personas
Timber vertex Atlas
Custodian
Value Matrix
Investment Themes
Bridge Glacier vector Matrix Summit Value
Investment Vehicles
Optima delta
Services
Insight Quantum unison Eagle value Signal Insight prime Legacy Meridian frontier Focus Frontier Eagle quantum
Technology
North unison Focus Delta bridge
Owner & Executives
DAVID DANIEL HARRIS
PARTNER, Wealth Advisor
- CRD
- #2658691
- Ownership
- 75% or more
(878) 328-8721
alpha.crest@fusioncapital.com
in linkedin.com/in/peak-fusion
Weston William Adams
Chief Compliance Officer, PARTNER, Vice President
- CRD
- #7278824
- Ownership
- 25% but less than 50%
(308) 540-9372
eagle.harbor@horizoncapital.com
in linkedin.com/in/bridge-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,000,000 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $85,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $85,000,000
Equity - Exchange:
9.0% Corporate - Investment Grade:
26.4% Corporate - Non-Investment Grade:
25.6% U.S. Government/Agency:
10.9% Municipal Bonds:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $749,012,112 | 9.0% |
| Corporate - Investment Grade | $2,197,102,195 | 26.4% |
| Corporate - Non-Investment Grade | $2,130,523,341 | 25.6% |
| U.S. Government/Agency | $907,136,891 | 10.9% |
| Municipal Bonds | $2,338,582,260 | 28.1% |
| Total | $8,322,356,799 | 100.0% |