CRD: 300030
Hayes Hart Cpa's Wealth Management, INC
$50.4M Total AUM
$49.5M Disc. AUM
-- 3Y CAGR
3 Employees
35 ADV. Clients
7 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Ridge valueRidge atlas
- Established Date
- 05-10-2019
- Office Locations
- 1
Office Locations
1001 B Avenue, Suite 211 Coronado CA
About Hayes Hart Cpa's Wealth Management, INC
Hayes Hart CPAs Wealth Management is a Coronado, CA RIA that integrates CPA-led tax, financial, estate, and investment planning into a single "Personal Financial Guardian" strategy. It serves individuals and entrepreneurs seeking coordinated wealth management and risk-managed asset allocation using primarily public funds (mutual funds/fixed income). Custodied at Fidelity/NFS.
Team overview
52 AVG AGE
$50.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
7.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Element frontier Vital
Client Personas
Prime prime
Custodian
Delta Ember bridge
Investment Themes
Crest optima Horizon
Investment Vehicles
Delta
Services
Crest peak Radial Momentum Unison horizon Unison frontier
Technology
Legacy ridge Quantum north
Owner & Executives
John M Hart
Chief Compliance Officer, President
- CRD
- #7054518
- Ownership
- 75% or more
(731) 842-5189
ridge.legacy@insightcapital.com
in linkedin.com/in/summit-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,490,113 | -- |
| Non-Discretionary | $944,607 | -- |
| Total | $50,434,720 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,434,720
Public Funds:
24.8% Cash:
75.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,805,552,397 | 24.8% |
| Cash | $5,474,900,815 | 75.2% |
| Total | $7,280,453,212 | 100.0% |