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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-17-1999
- Office Locations
- 1
Office Locations
About HRC Wealth Management, LLC
HRC Wealth Management, LLC (haydenross.com) is a Moscow, Idaho-based RIA providing financial planning and discretionary portfolio management, including tax and estate planning coordination, insurance, and business succession guidance. Portfolios focus on diversified asset allocation using ETFs, mutual/index funds, and select alternatives (e.g., real estate/hedge fund exposure) for retail clients, including entrepreneurs. Primary custodian is Charles Schwab; uses Orion.
Reported data analysis
What the numbers show
Between March 12, 2025 and March 23, 2026, reported AUM increased 20.4%, from $404.9M to $487.4M.
Across 5 reported observations, AUM increased 52.6% between September 2, 2022 and March 23, 2026, from $319.5M to $487.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 878 clients, or 109.8 clients per representative. That equates to $555.1K in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 23, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full HRC Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIC JOSEPH KIBLEN
Managing Member, Wealth Management Advisor
- CRD
- #4125488
- Ownership
- Less than 5%
CADE LEIGH KONEN
Managing Member, Partner
- CRD
- #4554129
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MaKayla Marie Baldus
--
- CRD
- #8218575
NATHAN SCOTT STRONG
Director
- CRD
- #4554112
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $487,408,854 | $264,178 |
| Non-Discretionary | $0 | -- |
| Total | $487,408,854 | $264,178 |
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Separately Managed Accounts
SMA allocation detail is available
HRC Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
HRC Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.