CRD: 226703
Haddon Wealth Management, LLC
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- Custodian
- BNY Mellon · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2015
- Office Locations
- 1
Office Locations
About Haddon Wealth Management, LLC
Haddon Wealth Management, LLC provides investment management and strategic, tax-efficient wealth planning for individuals and families, built around a disciplined, fundamentals-based investment approach. Led by CFP® Gregory M. Hart, the firm delivers comprehensive financial planning and estate planning support, coordinating recommendations with a structured planning process. Custody is available through Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 73 clients, or 73 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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Owner & Executives
GREGORY MATLACK HART
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #2178458
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,391,742 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,391,742 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Haddon Wealth Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.