MCDONALD HARTMAN WEALTH ADVISORS

Overview

Mcdonald Hartman Wealth Advisors is a small, independent registered investment adviser focused on serving individual and family clients. The firm operates primarily as a discretionary manager: its reported discretionary assets match its total assets, indicating portfolios are managed on a discretionary basis. Advisory services emphasize financial planning and portfolio management for individuals and small business owners, and the firm charges a mix of percentage-of-AUM, hourly, and fixed fees. The adviser reports a clear preference for equities and uses exchange-traded instruments as its dominant exposure. Given its independent structure and single-owner classification, the firm appears to run a boutique model with concentrated client relationships. It is not flagged as a multi-state adviser, which suggests its practice and compliance profile are focused on a single state or local market rather than broad interstate marketing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices