Haynie Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Haynie Wealth Management reports 156 clients. They include 121 individual clients and 35 high-net-worth individuals. Of its assets, 98.8% ($105M across 563 accounts) are managed with discretion; $1.25M across 15 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 28% |
| High-net-worth individuals | 22% | 72% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 121 | $30M | 28.2% | $248K |
| High-net-worth individuals | 35 | $76.6M | 71.8% | $2.19M |
| Total | 156 | $107M | 100% | $684K |
- Clients
- 121
- Regulatory AUM
- $30M
- AUM share
- 28.2%
- Avg. per client
- $248K
- Clients
- 35
- Regulatory AUM
- $76.6M
- AUM share
- 71.8%
- Avg. per client
- $2.19M
Total
- Clients
- 156
- Regulatory AUM
- $107M
- AUM share
- 100%
- Avg. per client
- $684K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Haynie Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Employee Benefit Plan Services
- Employee benefit plan fees are negotiable, based on plan assets, and not to exceed 2.00% of total plan assets.
Kent Christensen owns 75% or more of Haynie Wealth Management. The leadership team of Haynie Wealth Management includes Chief Compliance Officer Celina Ochoa. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Haynie Wealth Management LLC
Kent Christensen
Control person · since February 2025
- Owns 10% to 25% of Haynie Wealth Management LLC
Mitchell Doman
Control person · since January 2024
Besides its headquarters, Haynie Wealth Management has 1 office, with 2 listed addresses across 2 states.
Texas · 1 listed address
- 8303 N. Mopac Expy, Austin
Utah · 1 listed address
- 1785 West 2320 South, Salt Lake CityHQ
Other business names
Haynie Wealth Management has reported 1 other business name to the SEC.
- Haynie Wealth
Contact and registration details
- Legal name
- Haynie Wealth Management LLC
- Headquarters
- 1785 West 2320 South, Salt Lake City, UT 84119
- Website
- hayniewealth.com
- Phone
- 512-537-8241
- @haynie-wealth
- SEC file
- 801-135227
- Structure
- Utah LLC
- Fiscal year end
- December
Haynie Wealth Management’s named custodian for separately managed accounts is Altruist ($104M). Haynie Wealth Management does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $104M100%
At year end, Haynie Wealth Management’s separately managed accounts were mostly in stocks (87%).
What the accounts hold
- Stocks87%
- Exchange-traded equities73%
- Non-exchange-traded equities14%
- Funds5%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash7%
- Other1%
- Derivatives1%
How many clients does Haynie Wealth Management have?
Haynie Wealth Management has 156 clients and manages $107 million for them, as of May 2026. They include 121 individual clients and 35 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 May 2026
What services does Haynie Wealth Management offer?
Haynie Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Haynie Wealth Management use?
Haynie Wealth Management’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $104M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 May 2026
How many financial advisors does Haynie Wealth Management have?
Haynie Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Haynie Wealth Management invest in?
At the end of its last fiscal year, Haynie Wealth Management’s separately managed accounts held 73% exchange-traded equities, 14% non-exchange-traded equities, 7% cash and equivalents, 5% registered funds (mutual funds, ETFs, BDCs), 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Haynie Wealth Management?
Haynie Wealth Management’s direct owners are Kent Christensen (75% or more) and Mitchell Doman (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 May 2026
How does Haynie Wealth Management get paid?
Haynie Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Haynie Wealth Management?
Haynie Wealth Management’s main office is at 1785 West 2320 South, Salt Lake City, UT 84119. Its phone number is 512-537-8241. Its website is hayniewealth.com.
