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HAYDEN HARPER WEALTH ADVISORY, LLC
CRD 152091File 801-71103
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$171.1M
Bottom 25% of cohort (national)
Discretionary AUM
$171.1M
Clients
78
203 accounts
Employees
7
Bottom 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 22, 2010
- Principal office
- 828 EAST BOULEVARD, CHARLOTTE, NC, 28203
- Phone
- 704-343-2447
- Website
- HTTP://WWW.HAYDENHARPER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $171.1M
- Discretionary AUM
- $171.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 203
- Non-discretionary accounts
- 0
- Total accounts
- 203
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.2M |
| High net worth individuals | 34 | $146.0M |
| Pooled investment vehicles | 2 | $17.2M |
| Individuals (other than high net worth individuals) | 42 | $6.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- 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
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $168,760,651 | $171,126,193 | increased by$2,365,542 |
| Apr 1, 2026 | Accounts | 226 | 203 | decreased by23 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 76 | 78 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 227 | 226 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 82 | 76 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $124,477,430 | $168,760,651 | increased by$44,283,221 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 228 | 227 | decreased by1 |
| Apr 1, 2022 | Clients | 89 | 82 | decreased by7 |
| Apr 1, 2022 | AUM | $140,727,707 | $124,477,430 | decreased by$16,250,277 |
| Apr 1, 2022 | Accounts | 262 | 228 | decreased by34 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HAYDEN HARPER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HAYDEN HARPER” may also match similarly-named firms). Confirm identity against each filing.
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.