CRD: 152563
Hurst & Degraffenried Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-05-2010
- Office Locations
- 2
Office Locations
About Hurst & Degraffenried Wealth Management, LLC
Hurst & DeGraffenried Wealth Management is a New Hampshire RIA serving individuals and families with financial planning (retirement, savings, debt reduction) and discretionary investment management. Portfolios are implemented primarily with ETFs, with client assets custodied at Charles Schwab. Led by CFP Sam DeGraffenried, the firm emphasizes practical, action-oriented guidance for couples and women seeking confidence in financial decisions.
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Asset Classes
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SAMUEL LEE DEGRAFFENRIED
Chief Compliance Officer, Owner
- CRD
- #3003110
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JENNIFER HANSEN DEGRAFFENRIED
Investment Advisor Representative
- CRD
- #6389694
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,706,502 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,706,502 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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