HANKE & APOLONIO WEALTH ADVISORS LLC

RIASEC RegisteredEst. 2025

Total AUM

$167M

Discretionary

$138M

82% of AUM

Avg account

$534K

Accounts

313

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 285315
Registered since: January 6, 2025
Website: www.hankewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.92%
Individuals12.08%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hanke & Apolonio Wealth Advisors LLC is an independent, individually owned registered investment adviser that began SEC registration in 2025. The firm serves individual and family clients, providing fee-based financial planning and portfolio management along with educational seminars and workshops. Its billing arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm is not positioned as an ESG specialist and is not registered as a multi-state adviser. Its stated advisory activities emphasize planning and discretionary portfolio management for individuals and small businesses rather than institutional or pension consulting work.