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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 15, 2025 and March 10, 2026, reported AUM increased 15.1%, from $145.4M to $167.3M.
Of the latest reported AUM, 82.3% is discretionary and 17.7% is non-discretionary.
The firm reports 2 advisory representatives and 104 clients, or 52 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 9 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
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- Custodian
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- Industry Interests
- Investment Themes
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The full Hanke & Apolonio Wealth Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Hanke & Apolonio Wealth Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.