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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-17-2022
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 30 clients, or 30 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on April 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Hauge Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
David Hauge
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5844033
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Hauge Wealth Management, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.