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| Keyboard |
| HANC Wealth Management LLC
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|---|---|
| CRD # | 249789 |
| SEC # | 801-114535 |
| CIK # | |
| AUM | 492.1 M (2026-04-23) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 616-302-1558 |
| Address | 2910 Lucerne Drive SE Grand Rapids, MI 49546 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 191 | 71.4 |
| (b) Individuals (high net worth individuals) | 94 | 289.7 |
| (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 | 22 | 35.4 |
| (h) Charitable organizations | 35 | 92.4 |
| (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 | 7 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,061 | 492.1 |
| By Discretionary | ||
| Discretionary | 1,039 | 456.7 |
| Non-Discretionary | 22 | 35.4 |
| Total | 1,061 | 492.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 491.5 | |
| Total | 1,061 | 492.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Allred Capital Management LLC
✚
|
TX | 493.4 M |
|
HFM Investment Advisors Inc
✚
|
493.1 M | |
|
Symmetry Capital Advisors LLC
✚
|
TX | 492.7 M |
|
Fusion Capital LLC
✚
|
SC | 492.3 M |
|
Monetary Management Group Inc
✚
|
MO | 492.3 M |
|
Tyler Street Capital
✚
|
MA | 491.5 M |
|
IF Advisors LLC
✚
|
491.4 M | |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 491.2 M |
|
Maryland Capital Advisors Inc
✚
|
MD | 490.8 M |
|
Redstone Advisors Inc
✚
|
KS | 490.6 M |