HAYDEN HARPER WEALTH ADVISORY, LLC

Overview

Hayden Harper Wealth Advisory, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator. The firm has been SEC-registered since 2010 and serves both individual/family and institutional clients. Its advisory mandate spans financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles, and it also selects and allocates to third‑party managers. Fee arrangements include percentage of AUM, hourly charges, and fixed fees. Hayden Harper is not an active ESG investor and does not identify as a multi‑state or newly formed adviser. The firm also functions in sponsor and general partner roles for pooled vehicles and reports affiliations consistent with managing and sponsoring investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives