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HAYES WEALTH ADVISORS, LLC
CRD 299807File 801-132559
APPROVED
Retail clients
Filing as of Apr 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$133.3M
Bottom 25% of cohort (national)
Discretionary AUM
$96.6M
Non-discretionary $36.7M
Clients
192
668 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 25, 2025
- Principal office
- Not reported
- Phone
- (404) 905-7489
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $133.3M
- Discretionary AUM
- $96.6M
- Non-discretionary AUM
- $36.7M
- Discretionary accounts
- 619
- Non-discretionary accounts
- 49
- Total accounts
- 668
- AUM per client
- $694K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $3.5M |
| Charitable organizations | 13 | $1.2M |
| High net worth individuals | 73 | $68.8M |
| Pension and profit sharing plans | 49 | $36.7M |
| Individuals (other than high net worth individuals) | 47 | $23.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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.