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| Keyboard |
| Haynie Wealth Management LLC
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|---|---|
| CRD # | 305852 |
| SEC # | 801-135227 |
| CIK # | |
| AUM | 106.6 M (2026-05-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 512-537-8241 |
| Address | 1785 West 2320 South Salt Lake City, UT 84119 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 30.0 |
| (b) Individuals (high net worth individuals) | 35 | 76.6 |
| (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 | 578 | 106.6 |
| By Discretionary | ||
| Discretionary | 563 | 105.4 |
| Non-Discretionary | 15 | 1.3 |
| Total | 578 | 106.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.6 | |
| Total | 578 | 106.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Jackson Wealth Management LLC
✚
|
CO | 107.0 M |
|
DC Capital Management LLC
✚
|
107.0 M | |
|
Trusco Investment Management LLC
✚
|
TN | 107.0 M |
|
KJ Capital Management LLC
✚
|
107.0 M | |
|
Endure Capital LLC
✚
|
CA | 106.9 M |
|
EQV Advisory LLC
✚
|
NC | 106.8 M |
|
Lexington Financial/Life Management LLC
✚
|
TN | 106.8 M |
|
Stonex International Advisors Inc
✚
|
FL | 106.7 M |
|
Coastal Wealth Advisors LLC
✚
|
SC | 106.6 M |
|
Dillow Wealth Management LLC
✚
|
IL | 106.3 M |