H
CRD: 339998
Haire Wealth Management, Inc.
Tupelo, MS, 38804
6628443501
$102.0M Total AUM
$102.0M Disc. AUM
-- 3Y CAGR
2 Employees
164 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2026
- Office Locations
- 1
Office Locations
103 Court Street Tupelo MS
About Haire Wealth Management, Inc.
Haire Wealth Management, Inc. is a Tupelo-based RIA. The firm has been operating for 0 years. Managing $102.0M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
52 AVG AGE
$102.0M AVG AUM / ADVISOR
$621.8K AVG AUM / CLIENT
0.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Atlas Crest
Investment Themes
Peak insight Fusion momentum Optima north
Investment Vehicles
Quantum Foundation ridge
Services
Alpha Optima Matrix meridian Fusion Summit frontier
Owner & Executives
ROBIN WILLIAM HAIRE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4131339
- Ownership
- 75% or more
(655) 324-1417
unison.harbor@horizoncapital.com
in linkedin.com/in/summit-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,972,292 | $621,782 |
| Non-Discretionary | $0 | -- |
| Total | $101,972,292 | $621,782 |
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Separately Managed Accounts
Total SMA Asset: $101,972,292
Public Funds:
18.9% Equity - Exchange:
11.2% Cash:
42.7% Municipal Bonds:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $623,846,281 | 18.9% |
| Equity - Exchange | $369,686,685 | 11.2% |
| Cash | $1,409,430,487 | 42.7% |
| Municipal Bonds | $897,810,522 | 27.2% |
| Total | $3,300,773,975 | 100.0% |