Chris Hays Wealth Management LLC

RIASEC Registered
Total AUM
$4.8M
Discretionary
$0
0% of AUM
Avg account
$805K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
307786
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Chris Hays Wealth Management LLC is a small, independent registered investment adviser focused on serving individual and family clients. The firm operates a fee model that includes a percentage of assets under management, hourly charges and fixed fees, and delivers financial planning, portfolio management for individuals and small businesses, and educational workshops. The practice appears equity-oriented, using exchange-traded vehicles as its primary allocation tool, and runs client relationships on a non‑discretionary basis, meaning clients retain final trading authority. The adviser is structured as a limited liability company under individual ownership, with Chris Hays serving as the principal. The firm does not market itself as an ESG-focused manager, is not a multi-state adviser, and does not act as a pension consultant or affiliated adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Public Funds/Mutual Funds 24%, Cash & Cash Equivalents 11%65%
  • Exchange Traded Equities65%
  • Public Funds/Mutual Funds24%
  • Cash & Cash Equivalents11%

Contacts

1 of 1
  • Christopher Hays

    Christopher Hays

    PrincipalCRD 6318055

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth