CRD: 285315
Hanke & Apolonio Wealth Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-14-2017
- Office Locations
- 1
Office Locations
About Hanke & Apolonio Wealth Advisors LLC
Hanke & Apolonio Wealth Advisors (HAWA) is a CFP-led RIA serving individuals and families nationwide. The firm offers comprehensive wealth management—investment management plus ongoing financial planning—and Financial Freedom Coaching for clients who want a structured roadmap but prefer to manage their own portfolios. The approach emphasizes clarity, judgment-free guidance, and purpose-driven planning, including charitable giving; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MILO FISCHER HANKE
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #1221718
- Ownership
- 75% or more
MANUEL RAGURO APOLONIO
PARTNER
- CRD
- #5770968
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,631,600 | $463,406 |
| Non-Discretionary | $29,655,697 | $1,853,481 |
| Total | $167,287,297 | $534,464 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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