HADDON WEALTH MANAGEMENT, LLC

Overview

Haddon Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and run as an individually owned practice. The firm serves both high-net-worth individuals and family clients as well as institutional relationships, providing financial planning, portfolio management for individuals and small businesses, and manager selection services. Haddon acts as a capital allocator—building portfolios from mutual funds and third-party managers rather than relying exclusively on in-house proprietary products. Investment activity centers on liquid public funds as the backbone of client portfolios, with a material program for external alternative allocations. The firm is not positioned as an active ESG investor and does not operate as a multi-state adviser in a way that changes its stated client coverage. Fee arrangements combine percentage-of-AUM billing with fixed-fee engagements depending on the client and service package.

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Location & Offices