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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-09-2020
- Office Locations
- 2
Office Locations
About Haykin Wealth Management, Corp
Haykin Wealth Management is a Colorado-based, fee-only RIA founded in 1988 and led by Michael and Daniel Haykin. The firm advises individuals and families with a value-oriented approach and primarily implements portfolios through ETFs. HWM does not sell mutual funds or annuities and takes no third-party commissions. For qualified clients, it adds strategies like covered calls and takeover arbitrage at no additional cost. Custodied at Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Owner & Executives
DANIEL SOLOMN HAYKIN
Chief Compliance Officer, Manager
- CRD
- #5063750
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL HAYKIN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4409639
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,310,632 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,310,632 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,310,632
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $617,713,308 | 56.5% |
| Cash | $475,584,583 | 43.5% |
| Total | $1,093,297,891 | 100.0% |