$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-11-2021
- Office Locations
- 1
Office Locations
180 Barnwood Drive Edgewood KY
About Hannegan Wealth Management, LLC
Hannegan Wealth Management, LLC is a Kentucky-based RIA focused on goal-driven retirement planning. The firm designs diversified portfolios using an active, risk-managed asset-allocation approach and typically implements with public funds such as mutual funds and ETFs. Planning services include financial, tax and estate planning plus insurance/annuity guidance. Custody through Charles Schwab; planning tech includes RightCapital.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$198.9K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
Shawn Patrick Hannegan
Owner
- CRD
- #7320537
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,789,860 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,789,860 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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