$34.0M Total AUM
$34.0M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer legacyCapital
- Established Date
- 08-17-2022
- Office Locations
- 1
Office Locations
-- St. Louis Park MN
About Hauge Wealth Management, LLC
Hauge Wealth Management, LLC is a boutique RIA led by David Hauge (CFA, CFP) providing investment management and comprehensive financial planning for individuals and families. The firm emphasizes a disciplined, long-term strategy with ongoing monitoring and a straightforward value-based, flat-fee pricing approach, and custody through Charles Schwab.
Team overview
-- AVG AGE
$34.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Signal Vertex
Custodian
Radial North Catalyst
Investment Themes
Glacier capital Timber Eagle legacy
Investment Vehicles
Glacier
Platform
Capital crest
Services
Momentum frontier Capital pioneer Quantum Radial vertex Vertex foundation Optima signal Peak Matrix pioneer
Technology
Atlas Eagle ridge
Owner & Executives
David Hauge
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5844033
- Ownership
- 75% or more
(835) 890-4316
element.vertex@unisoncapital.com
in linkedin.com/in/oak-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,951,472 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,951,472 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,951,472
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,719,673,235 | 100.0% |
| Total | $7,719,673,235 | 100.0% |