HDA WEALTH MANAGEMENT, LLC

Overview

HDA Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm serves both individual and institutional clients and structures fees as a percentage of AUM with the option for hourly billing. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not position itself as an ESG-focused allocator. Investment implementation emphasizes pooled public funds and mutual funds as the primary vehicle for client portfolios, with a meaningful allocation to externally managed real estate strategies as the firm’s principal alternative exposure. HDA appears to favor conventional portfolio construction—using mutual funds and annuities for core allocations and third‑party alternative managers for real estate exposure—rather than direct private equity or complex derivatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices