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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2024
- Office Locations
- 1
Office Locations
About Nash-Hasty Private Wealth Management
Nash-Hasty Private Wealth Management is a Peoria-based RIA. The firm has been operating for 2 years. Managing $64.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 79.7% is discretionary and 20.3% is non-discretionary.
The firm reports 1 advisory representatives and 123 clients, or 123 clients per representative. That equates to $520.3K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Investment Themes
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Owner & Executives
TODD ALAN HASTY
Chief Compliance Officer, LPL Investment Advisor Representative, Owner
- CRD
- #2703615
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,980,337 | -- |
| Non-Discretionary | $13,016,310 | -- |
| Total | $63,996,647 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Nash-Hasty Private Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.