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HAYNIE WEALTH MANAGEMENT LLC

dba HAYNIE WEALTH MANAGEMENT LLC · CRD 305852 · Registered Investment Adviser

HAYNIE WEALTH MANAGEMENT LLC is a Registered Investment Adviser headquartered in SALT LAKE CITY, UT. The firm reports $106,642,575 in regulatory assets under management across 578 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$105,388,710
Non-discretionary$1,253,865
Total RAUM$106,642,575
Accounts578

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 305852. adviserinfo.sec.gov/firm/summary/305852.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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