HAIRE WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2026
Total AUM
$102M
Discretionary
$102M
100% of AUM
Avg account
$622K
Accounts
164
Employees
2
Advisory reps
1

Firm details

Headquarters
TUPELO, Mississippi
CRD number
339998
Registered since
March 31, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI88.02%
  • Individuals11.98%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Haire Wealth Management, Inc. is an independent, SEC-registered advisory corporation that positions itself as a capital allocator serving individual and family clients. The firm is registered with the SEC in 2026 and offers a mix of ongoing investment management and financial planning services. Its documented advisory capabilities include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers; pension consulting appears on its activity list, although the firm is not classified as a pension consultant. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Exchange Traded Equities 33%, Cash & Cash Equivalents 7%, State & Local Bonds 3%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities33%
  • Cash & Cash Equivalents7%
  • State & Local Bonds3%

Owners & executives

1 of 1
  • ROBIN HAIRE

    Founder & CEOCRD 4131339

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TUPELO, MS

LEE

Location

TUPELO, MS

Headquartered in TUPELO, MS, anchoring the Tupelo-Corinth, MS metro in the South.

Metro area
Tupelo-Corinth, MS
Region
South
County
LEE
Address
103 Court St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth