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| Happy Holidays!! thanks for using AUM13F!! |
| HANC Wealth Management LLC
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| CRD # | 249789 |
| SEC # | 801-114535 |
| CIK # | |
| AUM | $378.3 M (2025-03-26) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 616-302-1558 |
| Address | 2910 Lucerne Drive SE Grand Rapids, MI 49546 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 59.2 |
| (b) Individuals (high net worth individuals) | 74 | 206.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 27.5 |
| (h) Charitable organizations | 27 | 82.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 892 | 378.3 |
| By Discretionary | ||
| Discretionary | 874 | 350.7 |
| Non-Discretionary | 18 | 27.5 |
| Total | 892 | 378.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 377.5 | |
| Total | 892 | 378.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Latitude Advisors LLC
✚
|
0.4 | |
|
Keeler Thomas Management LLC
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|
UT | 0.4 |
|
Edge Financial Advisors LLC
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IL | 0.4 |
|
Acima Private Wealth LLC
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VA | 0.4 |
|
Hazard & Siegel Advisory Services LLC
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|
NY | 0.4 |
|
Smith Financial Investment Advisors Inc
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|
IN | 0.4 |
|
Holistic Financial Partners LLC
✚
|
IN | 0.4 |
|
Lincoln Capital Corporation
✚
|
RI | 0.4 |
|
Rinkey Investments
✚
|
CA | 0.4 |
|
MWA Financial Services Inc
✚
|
IL | 0.4 |