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| HFR Wealth Management LLC
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|---|---|
| CRD # | 106913 |
| SEC # | 801-50326 |
| CIK # | 0001877822 |
| AUM | 588.7 M (2026-03-18) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 518-346-8189 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001877822 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| TJX Companies Inc /DE/ | 21.6 | ||
| Apple Inc | 20.3 | ||
| Amazon Com Inc | 19.6 | ||
| Costco Wholesale Corp /NEW | 18.2 | ||
| Amphenol Corp /DE/ | 16.6 | ||
| Cintas Corp | 16.5 | ||
| Schwab Charles Corp | 16.0 | ||
| Procter & Gamble Co | 14.5 | ||
| Rollins Inc | 14.3 | ||
| Visa Inc | 13.7 | ||
| Intuit Inc | 13.5 | ||
| Amgen Inc | 13.4 | ||
| Dover Corp | 13.1 | ||
| Waste Management Inc | 13.1 | ||
| Duke Energy Corp | 12.8 | ||
| Tootsie Roll Industries Inc | 12.4 | ||
| FPL Group Inc | 12.2 | ||
| Lennox International Inc | 12.1 | ||
| Wisconsin Energy Corp | 11.8 | ||
| Tractor Supply Co /DE/ | 11.8 | ||
| Packaging Corp of America | 11.4 | ||
| Union Pacific Corp | 11.4 | ||
| Air Products & Chemicals Inc /DE/ | 10.6 | ||
| RPM International Inc/De/ | 9.8 | ||
| Veralto Corp | 9.8 | ||
| Automatic Data Processing Inc | 9.7 | ||
| Steris PLC | 8.9 | ||
| Henry Schein Inc | 8.5 | ||
| Danaher Corp /DE/ | 8.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 73.3 |
| (b) Individuals (high net worth individuals) | 159 | 436.4 |
| (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 | 10 | 78.2 |
| (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 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 851 | 588.7 |
| By Discretionary | ||
| Discretionary | 851 | 588.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 851 | 588.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 588.7 | |
| Total | 851 | 588.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001877822] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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|---|---|---|
|
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