Hauge Wealth Management, LLC

Overview

Hauge Wealth Management, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm’s client focus is individuals and families, with services that include financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Compensation comes through a mix of AUM-based fees and fixed fees. The adviser does not self-identify as an active ESG investor and is not positioned as a multi-state or pension consultant; it also does not act as a capital allocator in the sense of running separate investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives