CRD: 293628
Hankinson Wealth Advisors LLC
$56.8M Total AUM
$56.8M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
8 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-19-2018
- Office Locations
- 1
Office Locations
1041 Parkside Commons Suite 103 Greensboro GA
About Hankinson Wealth Advisors LLC
Hankinson Wealth Advisors LLC is a Greensboro, GA-based boutique RIA focused on simplifying complex finances for successful individuals, especially entrepreneurs/owner-operators and highly paid professionals. The firm provides values-aligned financial planning and investment guidance designed to help clients reach a work-optional "Encore Life" stage. Custody is primarily through Fidelity/NFS.
Team overview
-- AVG AGE
$56.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JAMES WALTER HANKINSON
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2721226
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,801,401 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,801,401 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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