HANNEGAN WEALTH MANAGEMENT, LLC

Overview

Hannegan Wealth Management, LLC is a small, independent registered investment adviser that focuses on individuals and families. The firm provides comprehensive financial planning alongside portfolio management for both individual/small business clients and for business or institutional relationships. It also performs adviser selection for clients who need outside managers. Fee arrangements are flexible: the firm uses a percentage-of-assets model and can bill on an hourly or fixed-fee basis depending on client needs. Filings describe the firm as a capital allocator, but its current asset base is modest, so allocation activity appears focused on third‑party pooled vehicles rather than direct control of large alternative portfolios. Hannegan Wealth Management is not identified as an active ESG investor. The firm maintains an industry affiliation with accounting professionals, which can support tax-aware planning and financial reporting for its clients.

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Public Holdings

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Location & Offices