Chris Hays Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 307786
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Chris Hays Wealth Management LLC is a small, independent registered investment adviser focused on serving individual and family clients. The firm operates a fee model that includes a percentage of assets under management, hourly charges and fixed fees, and delivers financial planning, portfolio management for individuals and small businesses, and educational workshops. The practice appears equity-oriented, using exchange-traded vehicles as its primary allocation tool, and runs client relationships on a non‑discretionary basis, meaning clients retain final trading authority. The adviser is structured as a limited liability company under individual ownership, with Chris Hays serving as the principal. The firm does not market itself as an ESG-focused manager, is not a multi-state adviser, and does not act as a pension consultant or affiliated adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents11%
Contacts
1 of 1
Christopher Hays
PrincipalCRD 6318055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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