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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Vector alphaBeacon
- Established Date
- 07-02-2019
- Office Locations
- 1
Office Locations
About Hale & Doerr Wealth Management LLC
Hale & Doerr Tax and Wealth Management is a Gulf Breeze, FL CPA and financial planning firm serving clients nationwide. The team provides proactive tax planning and prep, business consulting (including incorporations and S-corp elections), and bookkeeping/payroll alongside fiduciary wealth management. They build personalized, tax-efficient retirement and investment strategies across equity, debt, alternatives, and real estate, with an equity-growth tilt, and are a QuickBooks Certified ProAdvisor practice.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Heather Doerr
CPA, Financial Advisor, Managing Member, Partner
- CRD
- #7021094
- Ownership
- 50% but less than 75%
TRIPP CRAWFORD HALE
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4478068
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,490,760 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,490,760 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,490,760
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $454,713,669 | 13.5% |
| Cash | $535,551,655 | 15.9% |
| Public Funds | $1,128,363,549 | 33.5% |
| Private Funds | $1,249,620,528 | 37.1% |
| Total | $3,368,249,401 | 100.0% |