CRD: 337303
Moldenhauer & Associates
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-04-2025
- Office Locations
- 1
Office Locations
About Moldenhauer & Associates
Moldenhauer & Associates is a Orchard Park-based RIA. The firm has been operating for 0 years. Managing $764.9M in total assets under management, with 10 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Between November 19, 2025 and January 23, 2026, reported AUM increased 0.1%, from $763.9M to $764.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 1,177 clients, or 117.7 clients per representative. That equates to $649.9K in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on January 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
- Services
- Technology
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Owner & Executives
BRETT ALAN MOLDENHAUER
Owner, President
- CRD
- #4006876
- Ownership
- 50% but less than 75%
RICHARD CHARLES MOLDENHAUER
Financial Consultant, Owner
- CRD
- #337721
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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JENNIFER ANN BADZINSKI
Associate
- CRD
- #6235419
JONATHAN DOMBROWSKI
Financial Advisor
- CRD
- #6326498
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $764,911,010 | $389,863 |
| Non-Discretionary | $0 | -- |
| Total | $764,911,010 | $389,863 |
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Separately Managed Accounts
SMA allocation detail is available
Moldenhauer & Associates has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.