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| Keyboard |
| Hanke & Apolonio Wealth Advisors LLC
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|---|---|
| CRD # | 285315 |
| SEC # | 801-131700 |
| CIK # | |
| AUM | 167.3 M (2026-03-10) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-781-6300 |
| Address | 177 Post Street, Suite 800 San Francisco, CA 94108-4729 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 20.2 |
| (b) Individuals (high net worth individuals) | 47 | 147.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 313 | 167.3 |
| By Discretionary | ||
| Discretionary | 297 | 137.6 |
| Non-Discretionary | 16 | 29.7 |
| Total | 313 | 167.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.3 | |
| Total | 313 | 167.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Koob Wealth Management LLC
✚
|
MN | 171.8 M |
|
Chartist Inc
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|
Ark Royal Wealth Management LLC
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Private Harbour Investment Management & Counsel LLC
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Meyer Gates Financial Advisors Inc
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OH | 168.7 M |
|
Dipaolo Financial Group Inc
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FL | 168.0 M |
|
The Financial ZEN Group Inc
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|
CA | 167.6 M |
|
Semitam Bonam LLC
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|
NY | 167.2 M |
|
Morrissey Wealth Management LLC
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CT | 165.1 M |
|
Financially Speaking Inc
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CO | 164.8 M |