← Directory
HRC WEALTH MANAGEMENT, LLC
CRD 117212File 801-106855
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$487.4M
Above cohort median (national)
Discretionary AUM
$487.4M
Clients
878
1,845 accounts
Employees
8
Above cohort median in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 2, 2015
- Principal office
- 315 S. ALMON, MOSCOW, ID, 83843
- Phone
- 208-882-5547
- Website
- HTTP://WWW.HAYDENROSS.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $487.4M
- Discretionary AUM
- $487.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,845
- Non-discretionary accounts
- 0
- Total accounts
- 1,845
- AUM per client
- $555K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 128 | $319.8M |
| Individuals (other than high net worth individuals) | 750 | $167.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.