HAYNIE WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- SALT LAKE CITY , Utah
- CRD number
- 305852
- Registered since
- March 17, 2026
- Website
- www.hayniewealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.84%
- Individuals28.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Haynie Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients on a fee‑based, percentage‑of‑AUM model. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients, and it also acts as a capital allocator by selecting and overseeing third‑party managers. Haynie is not positioned as an ESG‑focused manager and is not identified as a multi‑state adviser; it lists an affiliation with an accountant as part of its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities73%
- Non-Exchange Traded Equities14%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds5%
- US Government Bonds1%
Owners & executives
1 of 1Celina Ochoa
Chief Compliance OfficerCRD 6126373
Contacts
3 of 3Kent Christensen
PartnerCRD 7682446
Jason Aluague
CRD 6608130
Mitchell Doman
Financial PlannerCRD 7527915
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SALT LAKE CITY , UT
SALT LAKE
Location
SALT LAKE CITY , UT
Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 1785 W 2320 S
- Time zone
- MT (UTC-7)
- Office locations
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