Ha Wealth Advisors Inc.
Ha Wealth Advisors Inc. (CRD# 325764) is a financial advisory firm headquartered in Cedar City, UT. They manage $45,000,000 in 432 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management45MILLION
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Total Number of Accounts432ACCOUNTS
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Average Account Value$104,167
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX, UT
David Harris (CRD# 2658691) is an Investment Advisor Representative working at Ha Wealth Advisors Inc. in Cedar City, UT and has over 21 years of experience in the finance industry.
Weston Adams (CRD# 7278824) is an Investment Advisor Representative working at Ha Wealth Advisors Inc. in Cedar City, UT and has over 2 years of experience in the finance industry.
Jonathan Albrethsen (CRD# 7798864) is an Investment Advisor Representative working at Ha Wealth Advisors Inc. in Lehi, UT and has 1 year of experience in the finance industry.