HANC Wealth Management LLC

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Assets, Funds, Holdings

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HANC Wealth Management LLC
CRD #249789
SEC #801-114535
CIK #
AUM $308.8 MM (2024-03-29)
Employees 4 (100% Investors, 100% Brokers)
Phone616-302-1558
Address2910 Lucerne Drive SE
Grand Rapids, MI 49546
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 133 25.9
(b) Individuals (high net worth individuals) 94 178.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 19 21.0
(h) Charitable organizations 27 81.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 4 2.0
(n) Other 0 0.0
Total 770 308.8
By Discretionary
Discretionary 751 287.8
Non-Discretionary 19 21.0
Total 770 308.8
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 308.6
Total 770 308.8
Comparable Firms State AUM ($BB)
Conservative Wealth Management LLC
CA 0.3
van Leeuwen & Company LLC
NJ 0.3
Beaumont Asset Management LLC
TX 0.3
Steadmont Advisors LLC
AL 0.3
Bear Mountain Capital Inc
WA 0.3
Vermillion Wealth Management Inc
MN 0.3
Tower Wealth Partners Inc
PA 0.3
Quantum Private Wealth LLC
FL 0.3
Cypress Financial Planning LLC
NJ 0.3
Beacon Bridge Wealth Partners LLC
PA 0.3
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