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Haynie Wealth Management LLC

Haynie Wealth Management LLC. CRD 305852

Haynie Wealth Management LLC logo

CRD: 305852

Haynie Wealth Management LLC

Salt Lake City, UT, 84119
5125378241
www.hayniewealth.com
$106.6M Total AUM
$105.4M Disc. AUM
-- 3Y CAGR
3 Employees
156 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Truist Bank
Clients
Retail
Platforms
Glacier
Established Date
12-03-2019
Office Locations
3

Office Locations

1785 West 2300 South Salt Lake City UT
1785 West 2320 South Salt Lake City UT
200 E 7TH Street Suite 300 Loveland CO

About Haynie Wealth Management LLC

Haynie Wealth Management is an independent, fee-only fiduciary RIA focused on tax-efficient retirement planning for retirees and retiring business owners. Partnered with Haynie & Company CPAs, the team integrates portfolio management with Roth conversion/RMD strategy, withdrawal sequencing, Social Security and Medicare decisions, and estate planning. Public filings indicate an ETF-heavy implementation, delivered via in-person or secure virtual meetings across UT, TX, AZ, NV and CO.

Team overview

-- AVG AGE
$35.5M AVG AUM / ADVISOR
$683.6K AVG AUM / CLIENT
3.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Momentum summit Insight harbor Vertex beacon

Client Personas

Pathway Alpha North quantum

Custodian

Unison Insight north Focus Unison Pathway Value

Investment Themes

Crest Atlas Fusion

Investment Vehicles

Meridian harbor

Services

Bridge Delta fusion North glacier Value harbor Capital Delta optima Optima beacon Focus Bridge Pathway

Technology

Oak radial

Owner & Executives

K

Kent Michael Christensen

Advisor, Owner, TAX ADVISOR

CRD
#7682446
Ownership
75% or more
(574) 251-6641
frontier.legacy@quantumcapital.com
in linkedin.com/in/ridge-glacier
Mitchell James Doman

Mitchell James Doman

Financial Advisor, Financial Planner

CRD
#7527915
Ownership
10% but less than 25%
(465) 223-8776
north.vital@northcapital.com
in linkedin.com/in/north-unison
H

Horizon unison

Meridian momentum

CRD
#51008
Ownership
45.3%
(798) 362-8181
foundation.focus@zenithcapital.com
in linkedin.com/in/pioneer-vector

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Contacts

J

Jason Antiquera Aluague

--

CRD
#6608130
(659) 284-8021
north.crest@ridgecapital.com
in linkedin.com/in/optima-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-14-2026
Category Assets AVG. Account size
Discretionary $105,388,710 $187,191
Non-Discretionary $1,253,865 $83,591
Total $106,642,575 $184,503

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Separately Managed Accounts

Total SMA Asset: $106,642,575

$106.6M Total SMA
Equity - Exchange:
11.9%
Equity - OTC:
11.8%
Cash:
16.7%
Public Funds:
4.2%
Corporate - Investment Grade:
12.5%
Derivatives:
19.8%
Municipal Bonds:
10.5%
U.S. Government/Agency:
12.6%
Asset class Assets Assets %
Equity - Exchange $962,421,229 11.9%
Equity - OTC $954,333,656 11.8%
Cash $1,350,624,750 16.7%
Public Funds $339,678,081 4.2%
Corporate - Investment Grade $1,010,946,669 12.5%
Derivatives $1,601,339,524 19.8%
Municipal Bonds $849,195,202 10.5%
U.S. Government/Agency $1,019,034,243 12.6%
Total $8,087,573,354 100.0%

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