SALT LAKE CITY, UTCRD 305852Latest ADV March 13, 2026
Haynie Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 13, 2026, reports $107M in regulatory assets under management, 3 employees, 1 office, and 578 accounts.
Assets Under Management
$107M
Employees
3
Offices
1 office
Total Clients
156
Primary office
SALT LAKE CITY, UT
1785 WEST 2320 SOUTH, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.6% of total clients.
Top client categories% of clientsClients
1
Individuals
77.6%
121
2
HNWI
22.4%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$107Mas of March 13, 2026
Discretionary98.8%
$105M
99% of total RAUM98.8%
Non-discretionary1.2%
$1M
1% of total RAUM1.2%
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$107M
Total Accounts578
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee52:1
10Y Employee Change-1 (-25.0%)
* 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.