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Hfp Wealth Management, LLC

CRD 131525SEC# 801-80348Dallas, TX
Export (members)
No longer SEC-registered. Hfp Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$315.1M
Employees
5
Accounts
592
Location
Dallas, TX

Hfp Wealth Management, LLC assets under management

Hfp Wealth Management, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. It reports $315.1 million in regulatory assets under management and employs 5 people.

Hfp Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Lanswan Investments, LLC ControlOwnerOver 75%2023
Mary Sample ChastainChief Compliance OfficerUnder 5%2022
Steven Lee Blankenship ControlManaging MemberUnder 5%2004
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Frequently asked questions

How much does Hfp Wealth Management, LLC manage?

Hfp Wealth Management, LLC reports $315.1 million in regulatory assets under management on its Form ADV.

How many employees does Hfp Wealth Management, LLC have?

Hfp Wealth Management, LLC reports 5 employees.

Where is Hfp Wealth Management, LLC located?

Hfp Wealth Management, LLC is based in Dallas, TX.

Does Hfp Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address10440 N. Central Expressway, Suite 1540, Dallas, TX 75231
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$315.1M
Non-discretionary$0
Total (RAUM)$315.1M