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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Wave
- Established Date
- 01-02-2022
- Office Locations
- 1
Office Locations
About HDA Wealth Management, LLC
HDA Wealth Management, LLC is a boutique RIA in Poland, Ohio offering holistic financial and investment planning built around long-term client partnerships. The firm supports retirement, estate, business-succession and insurance/risk-management planning, and constructs portfolios using mutual funds, fixed income and ETFs with an asset-allocation lens. Custody includes Charles Schwab.
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Owner & Executives
MICHAEL J DUNHAM
Advisor, Chief Executive Officer, Managing Member, Owner
- CRD
- #3157264
- Ownership
- 75% or more
MARK THOMAS KOLLAR
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2847301
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,131,344 | $173,724 |
| Non-Discretionary | $0 | -- |
| Total | $159,131,344 | $173,724 |
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Separately Managed Accounts
Total SMA Asset: $159,131,344
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $192,557,874 | 8.5% |
| Cash | $586,735,170 | 25.9% |
| Other | $516,508,180 | 22.8% |
| Equity - Exchange | $647,900,612 | 28.6% |
| U.S. Government/Agency | $321,684,919 | 14.2% |
| Total | $2,265,386,755 | 100.0% |