N
CRD: 328332
Nash-Hasty Private Wealth Management
Peoria, IL, 61614
3095890180
$64.0M Total AUM
$51.0M Disc. AUM
-- 3Y CAGR
1 Employees
123 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2024
- Office Locations
- 1
Office Locations
1605 West Candletree Drive Suite #108 Peoria IL
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. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
53 AVG AGE
$64.0M AVG AUM / ADVISOR
$520.3K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Harbor North matrix
Client Personas
Capital atlas
Investment Themes
Ember alpha Capital Zenith unison
Investment Vehicles
Legacy foundation
Services
Summit Delta catalyst Insight Oak value
Owner & Executives
TODD ALAN HASTY
Chief Compliance Officer, LPL Investment Advisor Representative, Owner
- CRD
- #2703615
- Ownership
- 75% or more
(904) 277-5797
delta.harbor@eaglecapital.com
in linkedin.com/in/insight-atlas
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $63,996,647
Equity - Exchange:
36.7% Equity - OTC:
30.8% Cash:
32.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,963,348,217 | 36.7% |
| Equity - OTC | $1,647,714,580 | 30.8% |
| Cash | $1,738,659,866 | 32.5% |
| Total | $5,349,722,663 | 100.0% |