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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-30-2009
- Office Locations
- 1
Office Locations
About Hansen Wealth Management
Hansen Wealth Management is a Saint George-based RIA. The firm has been operating for 16 years. Managing $94.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 25, 2011 and August 22, 2012, reported AUM decreased 3.4%, from $36.7M to $35.4M.
Of the latest reported AUM, 93.1% is discretionary and 6.9% is non-discretionary.
The firm reports 1 advisory representatives and 24 clients, or 24 clients per representative. That equates to $3.9M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
BRIAN BENNETT HANSEN
Chief Compliance Officer, Financial Advisor
- CRD
- #1329007
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,342,696 | $1,435,193 |
| Non-Discretionary | $0 | $2,435,673 |
| Total | $94,342,696 | $1,476,880 |
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Separately Managed Accounts
SMA allocation detail is available
Hansen Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.