| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Thomas Kollar Control | Chief Compliance Officer And Managing Member | 10-25% | 2021 |
| Michael J Dunham Control | Owner, Chief Executive Officer And Managing Member | Over 75% | 2021 |
Hda Wealth Management, LLC reports $119.1 million in regulatory assets under management on its Form ADV.
Hda Wealth Management, LLC reports 2 employees.
Hda Wealth Management, LLC is based in Poland, OH and has been SEC-registered since 2024.
Hda Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3298 Stones Throw Ave, Poland, OH 44514 |
| Phone | 330-980-0741 |
| Fax | 330-294-1954 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $119.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $119.1M |