H
$94.3M Total AUM
$94.3M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-30-2009
- Office Locations
- 1
Office Locations
-- Saint George UT
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.
Team overview
-- AVG AGE
$94.3M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRIAN BENNETT HANSEN
Chief Compliance Officer, Financial Advisor
- CRD
- #1329007
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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