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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2026
- Office Locations
- 1
Office Locations
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.
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 164 clients, or 164 clients per representative. That equates to $621.8K in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on May 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ROBIN WILLIAM HAIRE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4131339
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Haire Wealth Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.