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HANKE & APOLONIO WEALTH ADVISORS LLC
CRD 285315File 801-131700
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$167.3M
Bottom 25% of cohort (national)
Discretionary AUM
$137.6M
Non-discretionary $29.7M
Clients
99
313 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 6, 2025
- Principal office
- 177 POST STREET, SUITE 800, SAN FRANCISCO, CA, 94108-4729
- Phone
- 415-781-6300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $167.3M
- Discretionary AUM
- $137.6M
- Non-discretionary AUM
- $29.7M
- Discretionary accounts
- 297
- Non-discretionary accounts
- 16
- Total accounts
- 313
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $147.1M |
| Individuals (other than high net worth individuals) | 52 | $20.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.