CRD: 288231
Hyland Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- UnisonVital alpha +more
- Established Date
- 04-28-2017
- Office Locations
- 1
Office Locations
About Hyland Wealth Management LLC
Hyland Financial Planning is a registered investment advisor providing comprehensive financial planning, investment management, and personal finance guidance for physicians, working professionals, and retirees, including those transitioning into retirement. The firm emphasizes retirement income planning, navigating workplace benefits, and reducing income tax burden in retirement. Advisors are regular media sources, with contributions cited by The New York Times, The Wall Street Journal, Bloomberg, CBS, and MarketWatch.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN M BAYONNET
Chief Compliance Officer, Investment Advisor, WEALTH ADVISOR
- CRD
- #6255116
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,405,963 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,405,963 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,405,963
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,275,812,532 | 15.9% |
| Cash | $2,367,073,566 | 29.5% |
| Equity - Exchange | $4,381,092,091 | 54.6% |
| Total | $8,023,978,189 | 100.0% |