HFR WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $588.7M |
| Discretionary | $588.7M100% of AUM |
| Client Accounts | 851 |
| Avg Account Size | $692K |
| Employees | 6 |
| Peak AUM | $588.7MMar 2026 |
| AUM CAGR | +9.6% /yrover 25 yrs · 56 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $589M | +2.6% | +7.9% | +7.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $588.7M |
| Discretionary | $588.7M |
| Employees | 6 |
| Client Accounts | 851 |
Contact & Location
Phone
518-346-8189
Filing History
56 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$589M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported