WETHERSFIELD, CTCRD 136372Latest ADV February 20, 2026
Hammond Iles Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wethersfield, CT. Its latest Form ADV filing, dated February 20, 2026, reports $475M in regulatory assets under management, 7 employees, 3 offices, and 2,324 accounts.
Assets Under Management
$475M
Employees
7
Offices
3 offices
Total Clients
982
Primary office
WETHERSFIELD, CT
100 GREAT MEADOW ROAD, SUITE 701, WETHERSFIELD, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.9% of total clients.
Top client categories% of clientsClients
1
Individuals
85.9%
844
2
HNWI
12.9%
127
3
Charitable
1.1%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$475Mas of February 20, 2026
Discretionary100.0%
$475M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$475M
Total Accounts2,324
10Y AUM Change+$324M (+215.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee140:1
10Y Employee Change-12 (-63.2%)
* 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.