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Ha&W Wealth Management, LLC (Atlanta)


Ha&W Wealth Management, LLC is a large advisory firm based in Atlanta. It manages $340.97 million of regulatory assets for 498 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Florida, Georgia, and Texas.

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Ha&W Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ha&W Wealth Management: assets under management

The assets under management (AUM) of Ha&W Wealth Management, LLC is $340.97 million. The firm's AUM has grown by 142% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $168.88 million in discretionary accounts and $172.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $372.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.82 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ha&W Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Arogeti & Wynne P.C. Habif Parent company 1 Aug 1999 75% - 100% 58-1237286
Llc Ha&W Holdings Member 1 Jan 2003 75% - 100% 58-2487348
Llc Aprio Holdings Member 1 Jan 2003 75% - 100% 58-2487348
Niraj Nicholas Bhandari Member 1 Jan 2003 Other 2566976
Llc Alethean Holdings Shareholder 1 Jul 2010 25% - 50% 27-2396140
Anthony Allen Wood Ceo / managing member 1 Sep 2011 25% - 50% 1515126
Richard Kopelman Managing director 1 Jan 2013 Other 6209888

Based in Atlanta

The principal office where Ha&W Wealth Management, LLC performs its advisory services is located at 5 Concourse Parkway, Atlanta, GA 30328, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-898-7518 or by fax 770-351-1372. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at hawwealth.com.


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