WEST HARTFORD, CTCRD 105039Latest ADV March 27, 2026
Hfm Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in West Hartford, CT. Its latest Form ADV filing, dated March 27, 2026, reports $700M in regulatory assets under management, 10 employees, and 185 accounts.
Assets Under Management
$700M
Employees
10
Offices
--
Total Clients
185
Primary office
WEST HARTFORD, CT
65 LASALLE ROAD STE 307, WEST HARTFORD, CT, United States
Top client segmentIndividuals represent 78.4% of total clients.
Top client categories% of clientsClients
1
Individuals
78.4%
145
2
HNWI
16.8%
31
3
Charitable
2.2%
4
4
Banks
1.1%
2
5
Pension Plans
1.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$700Mas of March 27, 2026
Discretionary99.7%
$698M
100% of total RAUM99.7%
Non-discretionary0.3%
$2M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$700M
Total Accounts185
10Y AUM Change+$24M (+3.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee19:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.