PPrivate Fund Data Log in Join · $37/mo

Hanc Wealth Management, LLC

● SEC registered since 2019CRD 249789SEC# 801-114535Grand Rapids, MI
Export (members)
Reg. AUM
$378.3M
Employees
4
Accounts
892
Location
Grand Rapids, MI

Hanc Wealth Management, LLC assets under management

Hanc Wealth Management, LLC is an investment advisory firm registered with the SEC based in Grand Rapids, MI. The firm has been registered since 2019. It reports $378.3 million in regulatory assets under management and employs 4 people.

Hanc Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Hungerford, Aldrin, Nichols & Carter, P.C. ControlMember50-75%2015
Thomas Joseph Price ControlManaging Member/Cco50-75%2015

Frequently asked questions

How much does Hanc Wealth Management, LLC manage?

Hanc Wealth Management, LLC reports $378.3 million in regulatory assets under management on its Form ADV.

How many employees does Hanc Wealth Management, LLC have?

Hanc Wealth Management, LLC reports 4 employees.

Where is Hanc Wealth Management, LLC located?

Hanc Wealth Management, LLC is based in Grand Rapids, MI and has been SEC-registered since 2019.

Does Hanc Wealth Management, LLC disclose fund performance?

Hanc Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2910 Lucerne Drive SE, Grand Rapids, MI 49546
Phone616-302-1558
Fax616-949-7720
Office hours9:00 - 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$350.7M
Non-discretionary$27.5M
Total (RAUM)$378.3M